Wealthsource Partners, LLC Vanguard Small Cap Growth ETF Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 2,606 shares of VBK stock, worth $745,342. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,606
Previous 2,606 -0.0%
Holding current value
$745,342
Previous $558,000 12.9%
% of portfolio
0.04%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$209.12 - $229.74 $43,287 - $47,556
-207 Reduced 7.36%
2,606 $598,000
Q1 2023

May 15, 2023
BUY
$198.77 - $233.54 $46,512 - $54,648
234 Added 9.07%
2,813 $608,000
Q4 2022

Feb 09, 2023
SELL
$192.0 - $216.09 $51,264 - $57,696
-267 Reduced 9.38%
2,579 $517,000
Q3 2022

Nov 14, 2022
BUY
$192.77 - $237.17 $39,517 - $48,619
205 Added 7.76%
2,846 $555,000
Q2 2022

Aug 10, 2022
SELL
$188.16 - $253.27 $5,268 - $7,091
-28 Reduced 1.05%
2,641 $520,000
Q1 2022

May 09, 2022
SELL
$224.28 - $282.83 $192,656 - $242,950
-859 Reduced 24.35%
2,669 $662,000
Q4 2021

Feb 14, 2022
BUY
$269.22 - $305.79 $125,994 - $143,109
468 Added 15.29%
3,528 $994,000
Q3 2021

Nov 18, 2021
BUY
$273.65 - $297.37 $173,767 - $188,829
635 Added 26.19%
3,060 $857,000
Q2 2021

Nov 18, 2021
SELL
$260.67 - $292.07 $54,219 - $60,750
-208 Reduced 7.9%
2,425 $703,000
Q1 2021

Jun 21, 2021
SELL
$262.76 - $302.04 $250,147 - $287,542
-952 Reduced 26.56%
2,633 $723,000
Q4 2020

Feb 12, 2021
BUY
$216.78 - $272.28 $4,552 - $5,717
21 Added 0.59%
3,585 $959,000
Q3 2020

Nov 16, 2020
SELL
$197.81 - $223.21 $3,164 - $3,571
-16 Reduced 0.45%
3,564 $0
Q2 2020

Aug 17, 2020
BUY
$139.78 - $205.13 $12,160 - $17,846
87 Added 2.49%
3,580 $715,000
Q1 2020

May 12, 2020
SELL
$128.7 - $210.28 $127,284 - $207,966
-989 Reduced 22.07%
3,493 $525,000
Q4 2019

Feb 12, 2020
SELL
$177.24 - $199.81 $41,119 - $46,355
-232 Reduced 4.92%
4,482 $891,000
Q3 2019

Nov 15, 2019
BUY
$181.04 - $188.72 $459,660 - $479,160
2,539 Added 116.74%
4,714 $858,000
Q2 2019

Aug 09, 2019
BUY
N/A
487 Added 28.85%
2,175 $405,000
Q1 2019

May 16, 2019
BUY
N/A
202 Added 13.59%
1,688 $303,000
Q4 2018

Feb 06, 2019
BUY
N/A
1,486 New
1,486 $224,000

Others Institutions Holding VBK

# of Institutions
1,118
Shares Held
42.2M
Call Options Held
53.1K
Put Options Held
28.3K
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 Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email