Wealthspan Partners, LLC Vanguard Small Cap Growth ETF Transaction History

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 1,259 shares of VBK stock, worth $366,230. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,259
Previous 1,259 -0.0%
Holding current value
$366,230
Previous $336,000 4.76%
% of portfolio
0.17%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$240.48 - $267.94 $32,464 - $36,171
135 Added 12.01%
1,259 $336,000
Q2 2024

Jul 19, 2024
BUY
$237.63 - $258.31 $32,080 - $34,871
135 Added 13.65%
1,124 $281,000
Q1 2024

Apr 29, 2024
SELL
$231.0 - $260.72 $4,851 - $5,475
-21 Reduced 2.08%
989 $257,000
Q4 2023

Jan 29, 2024
BUY
$196.36 - $245.46 $7,068 - $8,836
36 Added 3.7%
1,010 $244,000
Q3 2023

Nov 01, 2023
BUY
$210.59 - $239.48 $1,684 - $1,915
8 Added 0.83%
974 $208,000
Q2 2023

Aug 08, 2023
SELL
$209.12 - $229.74 $4,809 - $5,284
-23 Reduced 2.33%
966 $221,000
Q1 2023

Apr 21, 2023
SELL
$198.77 - $233.54 $4,969 - $5,838
-25 Reduced 2.47%
989 $214,000
Q4 2022

Feb 13, 2023
SELL
$192.0 - $216.09 $26,880 - $30,252
-140 Reduced 12.13%
1,014 $203,000
Q3 2022

Nov 14, 2022
SELL
$192.77 - $237.17 $13,108 - $16,127
-68 Reduced 5.56%
1,154 $225,000
Q2 2022

Aug 11, 2022
SELL
$188.16 - $253.27 $40,830 - $54,959
-217 Reduced 15.08%
1,222 $241,000
Q1 2022

May 12, 2022
SELL
$224.28 - $282.83 $110,345 - $139,152
-492 Reduced 25.48%
1,439 $357,000
Q4 2021

Feb 15, 2022
BUY
$269.22 - $305.79 $519,863 - $590,480
1,931 New
1,931 $544,000

Others Institutions Holding VBK

# of Institutions
1,209
Shares Held
46M
Call Options Held
39.5K
Put Options Held
27.3K
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 Wealthspan Partners, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email