Geo Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 52,252 shares of VB stock, worth $12.4 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
52,252
Previous 37,309 40.05%
Holding current value
$12.4 Million
Previous $8.13 Million 52.37%
% of portfolio
0.45%
Previous 0.37%

Shares

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

Nov 12, 2024
BUY
$214.77 - $237.72 $3.21 Million - $3.55 Million
14,943 Added 40.05%
52,252 $12.4 Million
Q2 2024

Aug 12, 2024
BUY
$210.76 - $226.94 $352,601 - $379,670
1,673 Added 4.69%
37,309 $8.13 Million
Q1 2024

May 15, 2024
SELL
$204.0 - $228.59 $7.27 Million - $8.15 Million
-35,636 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$204.0 - $228.59 $7.21 Million - $8.08 Million
35,365 Added 13049.82%
35,636 $8.15 Million
Q4 2023

Feb 13, 2024
BUY
$175.26 - $215.9 $21,381 - $26,339
122 Added 81.88%
271 $57,000
Q4 2022

Feb 13, 2023
BUY
$172.82 - $196.57 $25,750 - $29,288
149 New
149 $27,000
Q2 2022

Aug 12, 2022
SELL
$170.7 - $214.67 $1.04 Million - $1.31 Million
-6,118 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$198.73 - $227.97 $1.22 Million - $1.39 Million
6,118 New
6,118 $1.3 Million
Q4 2021

Feb 14, 2022
SELL
$215.13 - $239.37 $345,713 - $384,667
-1,607 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$211.9 - $229.42 $340,523 - $368,677
1,607 New
1,607 $352,000
Q4 2019

Feb 13, 2020
SELL
$149.04 - $166.74 $5.62 Million - $6.28 Million
-37,688 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$153.32 - $158.01 $5.78 Million - $5.96 Million
37,688 New
37,688 $5.8 Million

Others Institutions Holding VB

# of Institutions
2,111
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
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 Geo Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email