Confluence Wealth Services, Inc. Vanguard Small Cap ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 3,657 shares of VB stock, worth $913,555. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,657
Previous 3,660 0.08%
Holding current value
$913,555
Previous $867,000 7.15%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$237.58 - $259.17 $712 - $777
-3 Reduced 0.08%
3,657 $929,000
Q2 2025

Jul 22, 2025
BUY
$193.73 - $237.37 $5,424 - $6,646
28 Added 0.77%
3,660 $867,000
Q1 2025

Apr 24, 2025
BUY
$217.89 - $252.64 $438,830 - $508,816
2,014 Added 124.47%
3,632 $805,000
Q4 2024

Jan 27, 2025
SELL
$233.76 - $261.58 $2,337 - $2,615
-10 Reduced 0.61%
1,618 $388,000
Q3 2024

Oct 29, 2024
SELL
$214.77 - $237.72 $133,586 - $147,861
-622 Reduced 27.64%
1,628 $386,000
Q4 2023

Jan 25, 2024
BUY
$175.26 - $215.9 $92,887 - $114,427
530 Added 30.81%
2,250 $479,000
Q3 2023

Nov 01, 2023
BUY
$186.24 - $208.75 $2,793 - $3,131
15 Added 0.88%
1,720 $325,000
Q2 2023

Aug 01, 2023
SELL
$181.26 - $198.89 $11,781 - $12,927
-65 Reduced 3.67%
1,705 $339,000
Q1 2023

May 11, 2023
SELL
$179.51 - $208.76 $40,389 - $46,971
-225 Reduced 11.28%
1,770 $335,000
Q4 2022

Feb 10, 2023
SELL
$172.82 - $196.57 $33,872 - $38,527
-196 Reduced 8.95%
1,995 $366,000
Q3 2022

Nov 08, 2022
SELL
$170.45 - $206.62 $248,345 - $301,045
-1,457 Reduced 39.94%
2,191 $374,000
Q2 2022

Aug 15, 2022
BUY
$170.7 - $214.67 $622,713 - $783,116
3,648 New
3,648 $736,000
Q1 2022

Apr 26, 2022
SELL
$198.73 - $227.97 $179,850 - $206,312
-905 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$215.13 - $239.37 $194,692 - $216,629
905 New
905 $204,000

Others Institutions Holding VB

# of Institutions
2,485
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email