Lifeworks Advisors, LLC Vanguard Small Cap ETF Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 1,868 shares of VB stock, worth $414,004. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,868
Previous 2,736 31.73%
Holding current value
$414,004
Previous $649,000 30.97%
% of portfolio
0.08%
Previous 0.13%

Shares

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

Feb 07, 2025
SELL
$233.76 - $261.58 $202,903 - $227,051
-868 Reduced 31.73%
1,868 $448,000
Q3 2024

Nov 06, 2024
BUY
$214.77 - $237.72 $587,610 - $650,401
2,736 New
2,736 $649,000

Others Institutions Holding VB

# of Institutions
2,339
Shares Held
160M
Call Options Held
74.8K
Put Options Held
50.8K
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 Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email