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

Vance Wealth, Inc.

$257 Million
Q4 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 9,924 shares of SLYG stock, worth $884,029. This represents 0.35% of its overall portfolio holdings.

Number of Shares

9,924

Previous 10,363 4.24%

Holding current value

$884,029

Previous $964,000 7.05%

% of portfolio

0.35%

Previous 0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$89.9 - $100.66 $39,466 - $44,189	-439 Reduced 4.24%	9,924 $896,000
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

518

Shares Held

29.5M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP GROWTH

Ticker SLYG
Sector ETFs
Industry ETFs

More about SLYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Account