Altium Wealth Management LLC Vanguard Small Cap Growth ETF Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Altium Wealth Management LLC holds 1,209 shares of VBK stock, worth $352,798. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,209
Previous 1,246 2.97%
Holding current value
$352,798
Previous $309,000 22.98%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
SELL
$188.16 - $253.27 $6,961 - $9,370
-37 Reduced 2.97%
1,209 $238,000
Q1 2022

May 16, 2022
SELL
$224.28 - $282.83 $37,679 - $47,515
-168 Reduced 11.88%
1,246 $309,000
Q4 2021

Jan 31, 2022
BUY
$269.22 - $305.79 $13,730 - $15,595
51 Added 3.74%
1,414 $399,000
Q3 2021

Nov 15, 2021
SELL
$273.65 - $297.37 $15,871 - $17,247
-58 Reduced 4.08%
1,363 $382,000
Q1 2021

May 06, 2021
BUY
$262.76 - $302.04 $45,983 - $52,857
175 Added 14.04%
1,421 $390,000
Q4 2020

Feb 04, 2021
BUY
$216.78 - $272.28 $270,107 - $339,260
1,246 New
1,246 $334,000
Q1 2020

Apr 23, 2020
SELL
$128.7 - $210.28 $147,747 - $241,401
-1,148 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$181.04 - $188.72 $7,784 - $8,114
43 Added 3.89%
1,148 $209,000
Q2 2019

Jul 18, 2019
BUY
N/A
1,105 New
1,105 $206,000
Q4 2018

Jan 18, 2019
SELL
N/A
-1,305 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
N/A
-370 Reduced 22.09%
1,305 $244,000
Q2 2018

Aug 14, 2018
SELL
N/A
-68 Reduced 3.9%
1,675 $294,000
Q1 2018

Jun 06, 2018
BUY
N/A
1 Added 0.06%
1,743 $285,000
Q4 2017

Jun 01, 2018
BUY
N/A
1,742
1,742 $280,000

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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