Wealthspan Partners, LLC Vanguard Small Cap Growth ETF Transaction History

Wealthspan Partners, LLC

  • $205 Million
  • Q1 2025

A detailed history of Wealthspan Partners, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 1,236 shares of VBK stock, worth $326,081. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,236
Previous 1,259 1.83%
Holding current value
$326,081
Previous $352,000 11.65%
% of portfolio
0.15%
Previous 0.17%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$247.97 - $296.33 $5,703 - $6,815
-23 Reduced 1.83%
1,236 $311,000
Q3 2024

Nov 04, 2024
BUY
$240.48 - $267.94 $32,464 - $36,171
135 Added 12.01%
1,259 $336,000
Q2 2024

Jul 19, 2024
BUY
$237.63 - $258.31 $32,080 - $34,871
135 Added 13.65%
1,124 $281,000
Q1 2024

Apr 29, 2024
SELL
$231.0 - $260.72 $4,851 - $5,475
-21 Reduced 2.08%
989 $257,000
Q4 2023

Jan 29, 2024
BUY
$196.36 - $245.46 $7,068 - $8,836
36 Added 3.7%
1,010 $244,000
Q3 2023

Nov 01, 2023
BUY
$210.59 - $239.48 $1,684 - $1,915
8 Added 0.83%
974 $208,000
Q2 2023

Aug 08, 2023
SELL
$209.12 - $229.74 $4,809 - $5,284
-23 Reduced 2.33%
966 $221,000
Q1 2023

Apr 21, 2023
SELL
$198.77 - $233.54 $4,969 - $5,838
-25 Reduced 2.47%
989 $214,000
Q4 2022

Feb 13, 2023
SELL
$192.0 - $216.09 $26,880 - $30,252
-140 Reduced 12.13%
1,014 $203,000
Q3 2022

Nov 14, 2022
SELL
$192.77 - $237.17 $13,108 - $16,127
-68 Reduced 5.56%
1,154 $225,000
Q2 2022

Aug 11, 2022
SELL
$188.16 - $253.27 $40,830 - $54,959
-217 Reduced 15.08%
1,222 $241,000
Q1 2022

May 12, 2022
SELL
$224.28 - $282.83 $110,345 - $139,152
-492 Reduced 25.48%
1,439 $357,000
Q4 2021

Feb 15, 2022
BUY
$269.22 - $305.79 $519,863 - $590,480
1,931 New
1,931 $544,000

Others Institutions Holding VBK

# of Institutions
1,209
Shares Held
44.8M
Call Options Held
48.5K
Put Options Held
33K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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