A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 839 shares of VBK stock, worth $216,873. This represents 0.13% of its overall portfolio holdings.

Number of Shares
839
Holding current value
$216,873
% of portfolio
0.13%

Shares

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

May 07, 2024

BUY
$231.0 - $260.72 $193,809 - $218,744
839 New
839 $218,000
Q2 2022

Aug 08, 2022

SELL
N/A
-843 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
N/A
44 Added 5.51%
843 $209,000
Q4 2021

Feb 14, 2022

BUY
N/A
799 New
799 $225,000

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


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

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, 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 Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.