Klingman & Associates, LLC Vanguard Small Cap Growth ETF Transaction History

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Klingman & Associates, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,374 shares of VBK stock, worth $384,637. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,374
Previous 1,381 0.51%
Holding current value
$384,637
Previous $345,000 6.38%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 01, 2024
SELL
$240.48 - $267.94 $1,683 - $1,875
-7 Reduced 0.51%
1,374 $367,000
Q2 2024

Jul 30, 2024
SELL
$237.63 - $258.31 $6,178 - $6,716
-26 Reduced 1.85%
1,381 $345,000
Q2 2023

Jul 31, 2023
SELL
$209.12 - $229.74 $1,254 - $1,378
-6 Reduced 0.42%
1,407 $323,000
Q4 2022

Feb 03, 2023
BUY
$192.0 - $216.09 $960 - $1,080
5 Added 0.36%
1,413 $283,000
Q3 2022

Oct 28, 2022
BUY
$192.77 - $237.17 $30,843 - $37,947
160 Added 12.82%
1,408 $275,000
Q1 2022

May 06, 2022
SELL
$224.28 - $282.83 $23,549 - $29,697
-105 Reduced 7.76%
1,248 $310,000
Q3 2021

Nov 01, 2021
BUY
$273.65 - $297.37 $55,003 - $59,771
201 Added 17.45%
1,353 $379,000
Q2 2021

Jul 27, 2021
SELL
$260.67 - $292.07 $1,303 - $1,460
-5 Reduced 0.43%
1,152 $334,000
Q1 2021

Apr 29, 2021
SELL
$262.76 - $302.04 $39,676 - $45,608
-151 Reduced 11.54%
1,157 $318,000
Q3 2020

Nov 03, 2020
SELL
$197.81 - $223.21 $49,650 - $56,025
-251 Reduced 16.1%
1,308 $281,000
Q2 2020

Aug 04, 2020
SELL
$139.78 - $205.13 $4,193 - $6,153
-30 Reduced 1.89%
1,559 $311,000
Q1 2020

Apr 29, 2020
BUY
$128.7 - $210.28 $1,930 - $3,154
15 Added 0.95%
1,589 $239,000
Q4 2019

Jan 29, 2020
BUY
$177.24 - $199.81 $278,975 - $314,500
1,574 New
1,574 $313,000

Others Institutions Holding VBK

# of Institutions
1,125
Shares Held
42.2M
Call Options Held
53.1K
Put Options Held
28.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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

Track Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, 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 Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email