A detailed history of Waterford Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 3,797 shares of VB stock, worth $930,189. This represents 0.46% of its overall portfolio holdings.

Number of Shares
3,797
Previous 3,797 -0.0%
Holding current value
$930,189
Previous $827,000 8.83%
% of portfolio
0.46%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

SELL
$175.26 - $215.9 $4,732 - $5,829
-27 Reduced 0.71%
3,797 $810,000
Q2 2023

Jul 31, 2023

SELL
$181.26 - $198.89 $4,894 - $5,370
-27 Reduced 0.7%
3,824 $761,000
Q1 2023

May 02, 2023

BUY
$179.51 - $208.76 $22,079 - $25,677
123 Added 3.3%
3,851 $730,000
Q4 2022

Feb 14, 2023

BUY
$172.82 - $196.57 $644,272 - $732,812
3,728 New
3,728 $684,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


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

Track Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, 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 Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.