Wmg Financial Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 2024

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 829 shares of VBK stock, worth $241,910. This represents 0.11% of its overall portfolio holdings.

Number of Shares
829
Previous 823 0.73%
Holding current value
$241,910
Previous $205,000 7.8%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 31, 2024
BUY
$240.48 - $267.94 $1,442 - $1,607
6 Added 0.73%
829 $221,000
Q2 2024

Jul 30, 2024
SELL
$237.63 - $258.31 $3,802 - $4,132
-16 Reduced 1.91%
823 $205,000
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
$188.16 - $253.27 $158,618 - $213,506
-843 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$224.28 - $282.83 $9,868 - $12,444
44 Added 5.51%
843 $209,000
Q4 2021

Feb 14, 2022
BUY
$269.22 - $305.79 $215,106 - $244,326
799 New
799 $225,000

Others Institutions Holding VBK

# of Institutions
1,155
Shares Held
43.4M
Call Options Held
39.5K
Put Options Held
27.3K
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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