Principle Wealth Partners LLC Vanguard Small Cap Growth ETF Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 2,441 shares of VBK stock, worth $710,477. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,441

Previous 2,511 2.79%

Holding current value

$710,477

Previous $671,000 1.79%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$264.18 - $304.19 $18,492 - $21,293	-70 Reduced 2.79%	2,441 $683,000
Q3 2024 Nov 13, 2024	BUY	$240.48 - $267.94 $124,809 - $139,060	519 Added 26.05%	2,511 $671,000
Q2 2024 Aug 13, 2024	BUY	$237.63 - $258.31 $136,161 - $148,011	573 Added 40.38%	1,992 $498,000
Q1 2024 Apr 23, 2024	BUY	$231.0 - $260.72 $18,480 - $20,857	80 Added 5.97%	1,419 $369,000
Q4 2023 Feb 05, 2024	BUY	$196.36 - $245.46 $4,516 - $5,645	23 Added 1.75%	1,339 $323,000
Q3 2023 Nov 01, 2023	BUY	$210.59 - $239.48 $12,635 - $14,368	60 Added 4.78%	1,316 $281,000
Q3 2022 Nov 14, 2022	SELL	$192.77 - $237.17 $650,213 - $799,974	-3,373 Reduced 72.87%	1,256 $245,000
Q2 2022 Aug 02, 2022	SELL	$188.16 - $253.27 $209,798 - $282,396	-1,115 Reduced 19.41%	4,629 $912,000
Q1 2022 May 12, 2022	BUY	$224.28 - $282.83 $831,630 - $1.05 Million	3,708 Added 182.12%	5,744 $1.43 Million
Q4 2021 Feb 11, 2022	BUY	$269.22 - $305.79 $269 - $305	1 Added 0.05%	2,036 $574,000
Q3 2021 Nov 16, 2021	SELL	$273.65 - $297.37 $16,419 - $17,842	-60 Reduced 2.86%	2,035 $570,000
Q2 2021 Aug 13, 2021	SELL	$260.67 - $292.07 $98,793 - $110,694	-379 Reduced 15.32%	2,095 $607,000
Q1 2021 May 18, 2021	BUY	$262.76 - $302.04 $9,196 - $10,571	35 Added 1.44%	2,474 $679,000
Q4 2020 Feb 16, 2021	BUY	$216.78 - $272.28 $528,726 - $664,090	2,439 New	2,439 $653,000

Others Institutions Holding VBK

# of Institutions

1,145

Shares Held

43.2M

Call Options Held

53.1K

Put Options Held

28.3K

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About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
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Principle Wealth Partners LLC Vanguard Small Cap Growth ETF Transaction History