A detailed history of Certus Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 824 shares of VB stock, worth $188,218. This represents 0.14% of its overall portfolio holdings.

Number of Shares
824
Holding current value
$188,218
% of portfolio
0.14%

Shares

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

Feb 11, 2025

BUY
$233.76 - $261.58 $192,618 - $215,541
824 New
824 $197,000
Q4 2023

Feb 09, 2024

SELL
$175.26 - $215.9 $66,423 - $81,826
-379 Reduced 15.7%
2,035 $434,000
Q3 2023

Nov 02, 2023

SELL
$186.24 - $208.75 $887,433 - $994,693
-4,765 Reduced 66.37%
2,414 $456,000
Q2 2023

Aug 10, 2023

BUY
$181.26 - $198.89 $1.3 Million - $1.43 Million
7,179 New
7,179 $1.43 Billion

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


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

Track Certus Wealth Management, LLC Portfolio

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

News

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