A detailed history of Roth Financial Partners LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Roth Financial Partners LLC holds 13,749 shares of VB stock, worth $3.33 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
13,749
Previous 13,749 -0.0%
Holding current value
$3.33 Million
Previous $3 Million 8.81%
% of portfolio
1.33%
Previous 1.29%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 03, 2024

SELL
$210.76 - $226.94 $24,448 - $26,325
-116 Reduced 0.84%
13,749 $3 Million
Q1 2024

Apr 12, 2024

BUY
$204.0 - $228.59 $97,920 - $109,723
480 Added 3.59%
13,865 $3.17 Million
Q4 2023

Jan 31, 2024

SELL
$175.26 - $215.9 $36,804 - $45,339
-210 Reduced 1.54%
13,385 $2.86 Million
Q3 2023

Oct 10, 2023

SELL
$186.24 - $208.75 $6,890 - $7,723
-37 Reduced 0.27%
13,595 $2.57 Million
Q2 2023

Jul 14, 2023

SELL
$181.26 - $198.89 $23,563 - $25,855
-130 Reduced 0.94%
13,632 $2.71 Million
Q1 2023

Apr 05, 2023

SELL
$179.51 - $208.76 $109,501 - $127,343
-610 Reduced 4.24%
13,762 $2.61 Million
Q3 2022

Oct 07, 2022

SELL
$170.45 - $206.62 $453,396 - $549,609
-2,660 Reduced 15.62%
14,372 $2.46 Million
Q2 2022

Jul 11, 2022

BUY
$170.7 - $214.67 $11,949 - $15,026
70 Added 0.41%
17,032 $3 Million
Q1 2022

Apr 14, 2022

SELL
$198.73 - $227.97 $145,072 - $166,418
-730 Reduced 4.13%
16,962 $3.61 Million
Q4 2021

Jan 18, 2022

SELL
$215.13 - $239.37 $41,735 - $46,437
-194 Reduced 1.08%
17,692 $4 Million
Q3 2021

Oct 19, 2021

SELL
$211.9 - $229.42 $33,904 - $36,707
-160 Reduced 0.89%
17,886 $3.92 Million
Q2 2021

Jul 09, 2021

SELL
$211.77 - $228.05 $21,177 - $22,805
-100 Reduced 0.55%
18,046 $4.07 Million
Q1 2021

Apr 16, 2021

BUY
$191.53 - $223.48 $2,681 - $3,128
14 Added 0.08%
18,146 $3.88 Million
Q4 2020

Jan 27, 2021

BUY
$156.0 - $196.91 $2.83 Million - $3.57 Million
18,132 New
18,132 $3.53 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Roth Financial Partners LLC Portfolio

Follow Roth Financial Partners 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 Roth Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roth Financial Partners LLC with notifications on news.