Wheelhouse Advisory Group LLC Vanguard Small Cap Growth ETF Transaction History

Wheelhouse Advisory Group LLC

  • $168 Billion
  • Q4 2024

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 2,039 shares of VBK stock, worth $505,610. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,039
Previous 2,319 12.07%
Holding current value
$505,610
Previous $620 Million 7.89%
% of portfolio
0.34%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$264.18 - $304.19 $73,970 - $85,173
-280 Reduced 12.07%
2,039 $571 Million
Q3 2024

Oct 29, 2024
SELL
$240.48 - $267.94 $212,584 - $236,858
-884 Reduced 27.6%
2,319 $620 Million
Q2 2024

Jul 18, 2024
SELL
$237.63 - $258.31 $311,532 - $338,644
-1,311 Reduced 29.04%
3,203 $797 Million
Q1 2024

Apr 23, 2024
SELL
$231.0 - $260.72 $152,691 - $172,335
-661 Reduced 12.77%
4,514 $1.18 Billion
Q4 2023

Jan 31, 2024
BUY
$196.36 - $245.46 $1.02 Million - $1.27 Million
5,175 New
5,175 $1.25 Billion

Others Institutions Holding VBK

# of Institutions
1,227
Shares Held
46.4M
Call Options Held
49.2K
Put Options Held
36.6K
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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