Ulland Investment Advisors, LLC Vanguard Small Cap ETF Transaction History

Ulland Investment Advisors, LLC

$131 Million
Q2 2025

A detailed history of Ulland Investment Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 455 shares of VB stock, worth $117,972. This represents 0.08% of its overall portfolio holdings.

Number of Shares

455

Previous 455 -0.0%

Holding current value

$117,972

Previous $101,000 6.93%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$233.76 - $261.58 $4,675 - $5,231	20 Added 4.6%	455 $109,000
Q3 2024 Oct 15, 2024	BUY	$214.77 - $237.72 $2,147 - $2,377	10 Added 2.35%	435 $103,000
Q1 2024 Apr 25, 2024	BUY	$204.0 - $228.59 $1,020 - $1,142	5 Added 1.19%	425 $97,000
Q4 2023 Jan 16, 2024	SELL	$175.26 - $215.9 $7,536 - $9,283	-43 Reduced 9.29%	420 $90,000
Q3 2023 Oct 23, 2023	BUY	$186.24 - $208.75 $13,595 - $15,238	73 Added 18.72%	463 $88,000
Q2 2023 Jul 20, 2023	BUY	$181.26 - $198.89 $906 - $994	5 Added 1.3%	390 $78,000
Q4 2022 Jan 31, 2023	BUY	$172.82 - $196.57 $2,592 - $2,948	15 Added 4.05%	385 $71,000
Q2 2022 Jul 25, 2022	BUY	$170.7 - $214.67 $3,414 - $4,293	20 Added 5.71%	370 $65,000
Q4 2021 Feb 16, 2022	BUY	$215.13 - $239.37 $75,295 - $83,779	350 New	350 $79,000

Others Institutions Holding VB

# of Institutions

2,411

Shares Held

166M

Call Options Held

73.6K

Put Options Held

16.3K

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About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Ulland Investment Advisors, LLC Vanguard Small Cap ETF Transaction History