Golden State Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 3,311 shares of VB stock, worth $824,439. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,311
Previous 3,172 4.38%
Holding current value
$824,439
Previous $674,000 117951.48%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jan 28, 2025
BUY
$233.76 - $261.58 $32,492 - $36,359
139 Added 4.38%
3,311 $796 Million
Q1 2022

May 19, 2022
SELL
$198.73 - $227.97 $34,579 - $39,666
-174 Reduced 5.2%
3,172 $674,000
Q1 2022

May 16, 2022
BUY
$198.73 - $227.97 $58,029 - $66,567
292 Added 9.56%
3,346 $716,000
Q4 2021

Feb 14, 2022
BUY
$215.13 - $239.37 $27,751 - $30,878
129 Added 4.41%
3,054 $690,000
Q2 2021

Aug 12, 2021
SELL
$211.77 - $228.05 $89,155 - $96,009
-421 Reduced 12.58%
2,925 $659,000
Q1 2021

May 14, 2021
BUY
$191.53 - $223.48 $93,658 - $109,281
489 Added 17.12%
3,346 $716,000
Q4 2020

Jan 28, 2021
BUY
$156.0 - $196.91 $63,648 - $80,339
408 Added 16.66%
2,857 $556,000
Q3 2020

Nov 12, 2020
SELL
$143.34 - $162.04 $200,102 - $226,207
-1,396 Reduced 36.31%
2,449 $377,000
Q2 2020

Aug 13, 2020
BUY
$106.26 - $156.76 $215,495 - $317,909
2,028 Added 111.61%
3,845 $551,000
Q2 2020

Aug 11, 2020
SELL
$106.26 - $156.76 $37,934 - $55,963
-357 Reduced 16.42%
1,817 $265,000
Q1 2020

Apr 17, 2020
BUY
$98.45 - $170.48 $214,030 - $370,623
2,174 New
2,174 $251,000

Others Institutions Holding VB

# of Institutions
2,161
Shares Held
152M
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
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