Wealth Effects LLC Vanguard Small Cap Growth ETF Transaction History

Wealth Effects LLC

  • $269 Million
  • Q1 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wealth Effects LLC holds 887 shares of VBK stock, worth $229,280. This represents 0.09% of its overall portfolio holdings.

Number of Shares
887
Previous 1,240 28.47%
Holding current value
$229,280
Previous $299,000 22.74%
% of portfolio
0.09%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$231.0 - $260.72 $81,543 - $92,034
-353 Reduced 28.47%
887 $231,000
Q4 2023

Jan 29, 2024
BUY
$196.36 - $245.46 $243,486 - $304,370
1,240 New
1,240 $299,000

Others Institutions Holding VBK

# of Institutions
1,069
Shares Held
39.7M
Call Options Held
45.9K
Put Options Held
17.7K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Wealth Effects LLC Portfolio

Follow Wealth Effects 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 Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email