Vista Wealth Management Group, LLC Vanguard Small Cap ETF Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 5,579 shares of VB stock, worth $1.39 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,579

Previous 5,544 0.63%

Holding current value

$1.39 Million

Previous $1.33 Million 7.21%

% of portfolio

0.08%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$217.89 - $252.64 $7,626 - $8,842	35 Added 0.63%	5,579 $1.24 Million
Q4 2024 Jan 27, 2025	SELL	$233.76 - $261.58 $24,311 - $27,204	-104 Reduced 1.84%	5,544 $1.33 Million
Q2 2024 Jul 30, 2024	SELL	$210.76 - $226.94 $14,120 - $15,204	-67 Reduced 1.17%	5,648 $1.23 Million
Q4 2023 Feb 12, 2024	BUY	$175.26 - $215.9 $30,670 - $37,782	175 Added 3.16%	5,715 $1.22 Million
Q2 2023 Aug 02, 2023	SELL	$181.26 - $198.89 $187,422 - $205,652	-1,034 Reduced 15.73%	5,540 $1.1 Million

Q3 2022 Oct 25, 2022	BUY	$170.45 - $206.62 $903,725 - $1.1 Million	5,302 Added 416.82%	6,574 $1.18 Million
Q2 2022 Jul 14, 2022	SELL	$170.7 - $214.67 $8,364 - $10,518	-49 Reduced 3.71%	1,272 $226,000
Q1 2022 May 04, 2022	BUY	$198.73 - $227.97 $262,522 - $301,148	1,321 New	1,321 $281,000

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Account

Vista Wealth Management Group, LLC Vanguard Small Cap ETF Transaction History