Concord Wealth Partners Vanguard Small Cap Growth ETF Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Concord Wealth Partners holds 407 shares of VBK stock, worth $118,668. This represents 0.02% of its overall portfolio holdings.

Number of Shares
407
Previous 407 -0.0%
Holding current value
$118,668
Previous $108,000 4.63%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$231.0 - $260.72 $3,003 - $3,389
-13 Reduced 3.1%
407 $106,000
Q3 2023

Oct 25, 2023
BUY
$210.59 - $239.48 $5,896 - $6,705
28 Added 7.14%
420 $89,000
Q2 2023

Aug 07, 2023
BUY
$209.12 - $229.74 $7,737 - $8,500
37 Added 10.42%
392 $90,000
Q1 2023

Apr 26, 2023
BUY
$198.77 - $233.54 $9,938 - $11,677
50 Added 16.39%
355 $76,000
Q4 2022

Jan 27, 2023
BUY
$192.0 - $216.09 $58,560 - $65,907
305 New
305 $61,000
Q1 2022

Apr 20, 2022
SELL
$224.28 - $282.83 $3,364 - $4,242
-15 Reduced 4.25%
338 $84,000
Q4 2021

Jan 21, 2022
BUY
$269.22 - $305.79 $87,227 - $99,075
324 Added 1117.24%
353 $99,000
Q3 2021

Nov 09, 2021
SELL
$273.65 - $297.37 $16,419 - $17,842
-60 Reduced 67.42%
29 $8,000
Q2 2021

Jul 29, 2021
SELL
$260.67 - $292.07 $521 - $584
-2 Reduced 2.2%
89 $26,000
Q1 2021

May 13, 2021
SELL
$262.76 - $302.04 $1,051 - $1,208
-4 Reduced 4.21%
91 $25,000
Q4 2020

Feb 16, 2021
BUY
$216.78 - $272.28 $20,594 - $25,866
95 New
95 $25,000

Others Institutions Holding VBK

# of Institutions
1,163
Shares Held
43.5M
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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