Marcum Wealth, LLC Vanguard Small Cap Growth ETF Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,846 shares of VBK stock, worth $466,982. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,846
Previous 1,890 2.33%
Holding current value
$466,982
Previous $529,000 11.91%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Apr 02, 2025
SELL
$247.97 - $296.33 $10,910 - $13,038
-44 Reduced 2.33%
1,846 $466,000
Q4 2024

Jan 13, 2025
BUY
$264.18 - $304.19 $499,300 - $574,919
1,890 New
1,890 $529,000
Q2 2024

Jul 02, 2024
BUY
$237.63 - $258.31 $214,579 - $233,253
903 New
903 $225,000
Q4 2023

Jan 10, 2024
BUY
$196.36 - $245.46 $190,469 - $238,096
970 New
970 $234,000
Q1 2022

Apr 20, 2022
SELL
$224.28 - $282.83 $182,563 - $230,223
-814 Closed
0 $0
Q4 2021

Feb 01, 2022
BUY
$269.22 - $305.79 $219,145 - $248,913
814 New
814 $229,000

Others Institutions Holding VBK

# of Institutions
1,229
Shares Held
45.9M
Call Options Held
49.2K
Put Options Held
36.6K
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 Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, 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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email