A detailed history of Ccg Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 1,981 shares of VBK stock, worth $569,596. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,981
Previous 1,988 0.35%
Holding current value
$569,596
Previous $497,000 6.44%
% of portfolio
0.3%
Previous 0.28%

Shares

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

Oct 15, 2024

SELL
$240.48 - $267.94 $1,683 - $1,875
-7 Reduced 0.35%
1,981 $529,000
Q4 2020

Feb 04, 2021

SELL
$216.78 - $272.28 $1,517 - $1,905
-7 Reduced 0.35%
1,988 $532,000
Q2 2020

Aug 04, 2020

SELL
$139.78 - $205.13 $52,137 - $76,513
-373 Reduced 15.75%
1,995 $398,000
Q1 2020

Apr 24, 2020

SELL
$128.7 - $210.28 $60,231 - $98,411
-468 Reduced 16.5%
2,368 $356,000
Q2 2019

Aug 06, 2019

SELL
N/A
-90 Reduced 3.08%
2,836 $528,000
Q1 2019

May 03, 2019

BUY
N/A
387 Added 15.24%
2,926 $526,000
Q4 2018

May 03, 2019

BUY
N/A
2,539 New
2,539 $382,000

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


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

Track Ccg Wealth Management, LLC Portfolio

Follow Ccg Wealth Management, 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 Ccg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ccg Wealth Management, LLC with notifications on news.