Hb Wealth Management, LLC Vanguard S&P Small Cap 600 Val Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Hb Wealth Management, LLC holds 8,666 shares of VIOV stock, worth $821,450. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,666
Previous 8,666 -0.0%
Holding current value
$821,450
Previous $741,000 11.34%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$82.81 - $96.53 $6,293 - $7,336
-76 Reduced 0.87%
8,666 $727,000
Q4 2024

Jan 15, 2025
BUY
$89.88 - $101.38 $6,830 - $7,704
76 Added 0.88%
8,742 $815,000
Q1 2024

Apr 30, 2024
SELL
$82.31 - $88.42 $15,474 - $16,622
-188 Reduced 2.12%
8,666 $766,000
Q4 2023

Jan 16, 2024
BUY
$70.88 - $89.92 $329,733 - $418,307
4,652 Added 110.71%
8,854 $783,000
Q3 2023

Oct 13, 2023
BUY
$76.16 - $87.03 $320,024 - $365,700
4,202 New
4,202 $323,000

Others Institutions Holding VIOV

# of Institutions
212
Shares Held
6.64M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 VAL

VIOV Quotes by TradingView
  • Ticker VIOV
  • Sector ETFs
  • Industry ETFs
More about VIOV
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