Twin Peaks Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,037 shares of VB stock, worth $1.15 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

5,037

Previous 5,753 12.45%

Holding current value

$1.15 Million

Previous $1.38 Billion 24.29%

% of portfolio

0.48%

Previous 0.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$217.89 - $252.64 $156,009 - $180,890	-716 Reduced 12.45%	5,037 $1.05 Billion
Q4 2024 Feb 04, 2025	BUY	$233.76 - $261.58 $97,010 - $108,555	415 Added 7.77%	5,753 $1.38 Billion
Q3 2024 Oct 25, 2024	BUY	$214.77 - $237.72 $322,799 - $357,293	1,503 Added 39.19%	5,338 $1.27 Billion
Q2 2024 Jul 31, 2024	BUY	$210.76 - $226.94 $191,159 - $205,834	907 Added 30.98%	3,835 $836 Million
Q1 2024 Apr 23, 2024	BUY	$204.0 - $228.59 $122,604 - $137,382	601 Added 25.83%	2,928 $669 Million
Q4 2023 Jan 17, 2024	BUY	$175.26 - $215.9 $407,830 - $502,399	2,327 New	2,327 $496 Million

Others Institutions Holding VB

# of Institutions

2,367

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Twin Peaks Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History