Partnership Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Partnership Wealth Management, LLC

$130 Billion
Q3 2025

A detailed history of Partnership Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 959 shares of VB stock, worth $239,567. This represents 0.19% of its overall portfolio holdings.

Number of Shares

959

Previous 982 2.34%

Holding current value

$239,567

Previous $233 Million 4.74%

% of portfolio

0.19%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$237.58 - $259.17 $5,464 - $5,960	-23 Reduced 2.34%	959 $244 Million
Q2 2025 Jul 08, 2025	SELL	$193.73 - $237.37 $48,432 - $59,342	-250 Reduced 20.29%	982 $233 Million
Q1 2025 Apr 07, 2025	BUY	$217.89 - $252.64 $435 - $505	2 Added 0.16%	1,232 $273 Million
Q4 2024 Jan 08, 2025	BUY	$233.76 - $261.58 $34,596 - $38,713	148 Added 13.68%	1,230 $296 Million
Q3 2024 Oct 08, 2024	SELL	$214.77 - $237.72 $84,404 - $93,423	-393 Reduced 26.64%	1,082 $257 Million

Q2 2024 Jul 03, 2024	SELL	$210.76 - $226.94 $38,990 - $41,983	-185 Reduced 11.14%	1,475 $322 Million
Q1 2024 Apr 10, 2024	BUY	$204.0 - $228.59 $612 - $685	3 Added 0.18%	1,660 $379 Million
Q4 2023 Feb 07, 2024	BUY	$175.26 - $215.9 $290,405 - $357,746	1,657 New	1,657 $344 Million

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Partnership Wealth Management, LLC Vanguard Small Cap ETF Transaction History