Independent Advisor Alliance Vanguard Small Cap ETF Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$210.76 - $226.94 $4,636 - $4,992	22 Added 0.33%	6,784 $1.48 Million
Q1 2024 May 08, 2024	SELL	$204.0 - $228.59 $938,808 - $1.05 Million	-4,602 Reduced 40.5%	6,762 $1.55 Million
Q4 2023 Feb 08, 2024	BUY	$175.26 - $215.9 $996,353 - $1.23 Million	5,685 Added 100.11%	11,364 $2.42 Million
Q2 2023 Jul 28, 2023	BUY	$181.26 - $198.89 $199,023 - $218,381	1,098 Added 23.97%	5,679 $1.13 Million
Q1 2023 May 12, 2023	SELL	$179.51 - $208.76 $2,872 - $3,340	-16 Reduced 0.35%	4,581 $868,000
Q4 2022 Feb 13, 2023	BUY	$172.82 - $196.57 $794,453 - $903,632	4,597 New	4,597 $843,000
Q1 2020 May 14, 2020	SELL	$98.45 - $170.48 $4.36 Million - $7.54 Million	-44,257 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$149.04 - $166.74 $6.6 Million - $7.38 Million	44,257 New	44,257 $7.33 Million

Others Institutions Holding VB

# of Institutions

2,108

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.