A detailed history of Adams Wealth Management transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Adams Wealth Management holds 4,566 shares of VB stock, worth $1.09 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,566
Previous 3,152 44.86%
Holding current value
$1.09 Million
Previous $687,000 57.64%
% of portfolio
0.25%
Previous 0.17%

Shares

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

Oct 28, 2024

BUY
$214.77 - $237.72 $303,684 - $336,136
1,414 Added 44.86%
4,566 $1.08 Million
Q2 2024

Jul 16, 2024

SELL
$210.76 - $226.94 $173,033 - $186,317
-821 Reduced 20.66%
3,152 $687,000
Q1 2024

May 20, 2024

SELL
$204.0 - $228.59 $1.93 Million - $2.17 Million
-9,485 Reduced 70.48%
3,973 $908,000
Q4 2023

Feb 12, 2024

BUY
$175.26 - $215.9 $2.36 Million - $2.91 Million
13,458 New
13,458 $2.87 Million
Q2 2023

Aug 14, 2023

BUY
$181.26 - $198.89 $33,895 - $37,192
187 Added 2.54%
7,551 $1.5 Million
Q1 2023

May 03, 2023

BUY
$179.51 - $208.76 $830,951 - $966,350
4,629 Added 169.25%
7,364 $1.4 Million
Q4 2022

Feb 17, 2023

SELL
$172.82 - $196.57 $33,008 - $37,544
-191 Reduced 6.53%
2,735 $501,000
Q3 2022

Nov 10, 2022

BUY
$170.45 - $206.62 $498,736 - $604,570
2,926 New
2,926 $500,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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