Wealthspire Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Wealthspire Advisors, LLC

  • $7.49 Billion
  • Q1 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 104,334 shares of VBK stock, worth $26 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
104,334
Previous 80,334 29.88%
Holding current value
$26 Million
Previous $19.4 Million 40.05%
% of portfolio
0.36%
Previous 0.28%

Shares

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

May 06, 2024
BUY
$231.0 - $260.72 $5.54 Million - $6.26 Million
24,000 Added 29.88%
104,334 $27.2 Million
Q4 2023

Feb 06, 2024
BUY
$196.36 - $245.46 $7.99 Million - $9.98 Million
40,669 Added 102.53%
80,334 $19.4 Million
Q3 2023

Nov 06, 2023
BUY
$210.59 - $239.48 $38,116 - $43,345
181 Added 0.46%
39,665 $8.5 Million
Q2 2023

Jul 31, 2023
SELL
$209.12 - $229.74 $247,598 - $272,012
-1,184 Reduced 2.91%
39,484 $9.07 Million
Q1 2023

May 09, 2023
SELL
$198.77 - $233.54 $1.52 Million - $1.79 Million
-7,656 Reduced 15.84%
40,668 $8.8 Million
Q4 2022

Feb 13, 2023
SELL
$195.34 - $216.09 $988,811 - $1.09 Million
-5,062 Reduced 9.48%
48,324 $9.69 Million
Q3 2022

Nov 14, 2022
BUY
N/A
26,842 Added 101.12%
53,386 $10.4 Million
Q2 2022

Aug 09, 2022
BUY
N/A
7,621 Added 40.27%
26,544 $5.23 Million
Q1 2022

May 09, 2022
SELL
N/A
-8,623 Reduced 31.3%
18,923 $4.7 Million
Q4 2021

Feb 14, 2022
BUY
N/A
20,989 Added 320.1%
27,546 $7.76 Million
Q3 2021

Nov 15, 2021
BUY
N/A
3,904 Added 147.15%
6,557 $1.84 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-3,394 Reduced 56.13%
2,653 $769,000
Q1 2021

May 17, 2021
BUY
N/A
3,397 Added 128.19%
6,047 $1.66 Million
Q4 2020

Feb 16, 2021
BUY
N/A
2,650 New
2,650 $709,000
Q2 2020

Aug 14, 2020
SELL
N/A
-1,412 Closed
0 $0
Q1 2020

May 12, 2020
BUY
N/A
1,412 New
1,412 $212,000

Others Institutions Holding VBK

# of Institutions
1,068
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
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