Shelton Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Shelton Wealth Management, LLC

  • $213 Million
  • Q3 2025

A detailed history of Shelton Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 8,968 shares of VBK stock, worth $2.62 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
8,968
Previous 9,294 3.51%
Holding current value
$2.62 Million
Previous $2.57 Million 3.73%
% of portfolio
1.26%
Previous 1.28%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$276.51 - $305.12 $90,142 - $99,469
-326 Reduced 3.51%
8,968 $2.67 Million
Q2 2025

Jul 11, 2025
BUY
$219.76 - $276.94 $12,746 - $16,062
58 Added 0.63%
9,294 $2.57 Million
Q1 2025

Apr 21, 2025
SELL
$247.97 - $296.33 $250,697 - $299,589
-1,011 Reduced 9.87%
9,236 $2.33 Million
Q4 2024

Jan 15, 2025
SELL
$264.18 - $304.19 $284,521 - $327,612
-1,077 Reduced 9.51%
10,247 $2.87 Million
Q3 2024

Oct 21, 2024
BUY
$240.48 - $267.94 $233,025 - $259,633
969 Added 9.36%
11,324 $3.03 Million
Q2 2024

Jul 23, 2024
SELL
$237.63 - $258.31 $139,013 - $151,111
-585 Reduced 5.35%
10,355 $2.59 Million
Q1 2024

May 14, 2024
SELL
$231.0 - $260.72 $276,738 - $312,342
-1,198 Reduced 9.87%
10,940 $2.85 Million
Q4 2023

Feb 14, 2024
SELL
$196.36 - $245.46 $626,977 - $783,753
-3,193 Reduced 20.83%
12,138 $2.93 Million
Q3 2023

Nov 01, 2023
BUY
$210.59 - $239.48 $92,659 - $105,371
440 Added 2.95%
15,331 $3.28 Million
Q2 2023

Aug 01, 2023
BUY
$209.12 - $229.74 $300,505 - $330,136
1,437 Added 10.68%
14,891 $3.42 Million
Q1 2023

May 08, 2023
BUY
$198.77 - $233.54 $48,698 - $57,217
245 Added 1.85%
13,454 $2.91 Million
Q4 2022

Feb 09, 2023
SELL
$192.0 - $216.09 $121,536 - $136,784
-633 Reduced 4.57%
13,209 $2.65 Million
Q3 2022

Nov 08, 2022
BUY
$192.77 - $237.17 $20,433 - $25,140
106 Added 0.77%
13,842 $2.7 Million
Q2 2022

Jul 28, 2022
BUY
$188.16 - $253.27 $369,358 - $497,169
1,963 Added 16.67%
13,736 $2.71 Million
Q1 2022

May 10, 2022
SELL
$224.28 - $282.83 $82,086 - $103,515
-366 Reduced 3.02%
11,773 $2.92 Million
Q4 2021

Jan 26, 2022
BUY
$269.22 - $305.79 $3.27 Million - $3.71 Million
12,139 New
12,139 $3.42 Million

Others Institutions Holding VBK

# of Institutions
1,278
Shares Held
45.1M
Call Options Held
45.8K
Put Options Held
26K
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 Shelton Wealth Management, LLC Portfolio

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

News

Stay updated on Shelton Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email