A detailed history of Values Added Financial LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Values Added Financial LLC holds 1,065 shares of VB stock, worth $274,482. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,065
Previous 1,345 20.82%
Holding current value
$274,482
Previous $293 Million 13.86%
% of portfolio
0.16%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$214.77 - $237.72 $60,135 - $66,561
-280 Reduced 20.82%
1,065 $253 Million
Q2 2024

Jul 30, 2024

BUY
$210.76 - $226.94 $283,472 - $305,234
1,345 New
1,345 $293 Million
Q4 2023

Jan 18, 2024

BUY
$175.26 - $215.9 $176,311 - $217,195
1,006 New
1,006 $215 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.