Vance Wealth, Inc. Spdr S&P 600 Small Cap Growth Transaction History

Vance Wealth, Inc.

$263 Million
Q3 2024

A detailed history of Vance Wealth, Inc. transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Vance Wealth, Inc. holds 10,363 shares of SLYG stock, worth $977,645. This represents 0.37% of its overall portfolio holdings.

Number of Shares

10,363

Previous 10,669 2.87%

Holding current value

$977,645

Previous $916,000 5.24%

% of portfolio

0.37%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$85.03 - $94.56 $26,019 - $28,935	-306 Reduced 2.87%	10,363 $964,000
Q2 2024 Aug 02, 2024	SELL	$81.25 - $88.21 $56,306 - $61,129	-693 Reduced 6.1%	10,669 $916,000
Q1 2024 Apr 30, 2024	SELL	$80.09 - $87.23 $3,363 - $3,663	-42 Reduced 0.37%	11,362 $991,000
Q4 2023 Feb 05, 2024	BUY	$68.97 - $85.01 $360,299 - $444,092	5,224 Added 84.53%	11,404 $953,000
Q3 2023 Nov 03, 2023	BUY	$72.54 - $80.81 $13,129 - $14,626	181 Added 3.02%	6,180 $452,000
Q2 2023 Aug 02, 2023	SELL	$69.81 - $77.05 $124,052 - $136,917	-1,777 Reduced 22.85%	5,999 $461,000
Q1 2023 May 10, 2023	BUY	$70.74 - $80.39 $22,000 - $25,001	311 Added 4.17%	7,776 $573,000
Q4 2022 Jan 27, 2023	BUY	$68.91 - $78.35 $514,413 - $584,882	7,465 New	7,465 $0

Others Institutions Holding SLYG

# of Institutions

499

Shares Held

26.7M

Call Options Held

Put Options Held

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About SPDR S&P 600 SMALL CAP GROWTH

Ticker SLYG
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