Mbm Wealth Consultants, LLC Vanguard Small Cap ETF Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 77,019 shares of VB stock, worth $19.1 Million. This represents 5.74% of its overall portfolio holdings.

Number of Shares

77,019

Previous 75,871 1.51%

Holding current value

$19.1 Million

Previous $18 Million 2.83%

% of portfolio

5.74%

Previous 5.86%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$233.76 - $261.58 $268,356 - $300,293	1,148 Added 1.51%	77,019 $18.5 Million
Q3 2024 Oct 07, 2024	BUY	$214.77 - $237.72 $362,746 - $401,509	1,689 Added 2.28%	75,871 $18 Million
Q2 2024 Jul 30, 2024	BUY	$210.76 - $226.94 $209,073 - $225,124	992 Added 1.36%	74,182 $16.2 Million
Q1 2024 Apr 18, 2024	BUY	$204.0 - $228.59 $111,792 - $125,267	548 Added 0.75%	73,190 $16.7 Million
Q4 2023 Jan 30, 2024	BUY	$175.26 - $215.9 $699,813 - $862,088	3,993 Added 5.82%	72,642 $15.5 Million
Q3 2023 Oct 19, 2023	BUY	$186.24 - $208.75 $400,602 - $449,021	2,151 Added 3.23%	68,649 $13 Million
Q2 2023 Jul 24, 2023	BUY	$181.26 - $198.89 $1.66 Million - $1.82 Million	9,149 Added 15.95%	66,498 $13.2 Million
Q4 2022 Feb 15, 2023	BUY	$172.82 - $196.57 $274,265 - $311,956	1,587 Added 2.85%	57,349 $10.5 Million
Q3 2022 Oct 24, 2022	BUY	$170.45 - $206.62 $1.57 Million - $1.9 Million	9,216 Added 19.8%	55,762 $9.8 Million
Q2 2022 Aug 15, 2022	BUY	$170.7 - $214.67 $152,093 - $191,270	891 Added 1.95%	46,546 $8.2 Million
Q1 2022 May 16, 2022	BUY	$198.73 - $227.97 $840,429 - $964,085	4,229 Added 10.21%	45,655 $9.7 Million
Q4 2021 Feb 15, 2022	BUY	$215.13 - $239.37 $701,323 - $780,346	3,260 Added 8.54%	41,426 $9.36 Million
Q3 2021 Nov 16, 2021	BUY	$211.9 - $229.42 $288,184 - $312,011	1,360 Added 3.7%	38,166 $8.35 Million
Q2 2021 Aug 13, 2021	BUY	$211.77 - $228.05 $210,075 - $226,225	992 Added 2.77%	36,806 $8.29 Million
Q1 2021 May 10, 2021	SELL	$191.53 - $223.48 $207,810 - $242,475	-1,085 Reduced 2.94%	35,814 $7.67 Million
Q4 2020 Feb 09, 2021	SELL	$156.0 - $196.91 $175,188 - $221,129	-1,123 Reduced 2.95%	36,899 $7.18 Million
Q3 2020 Nov 12, 2020	BUY	$143.34 - $162.04 $266,182 - $300,908	1,857 Added 5.13%	38,022 $5.85 Million
Q2 2020 Aug 07, 2020	BUY	$106.26 - $156.76 $198,281 - $292,514	1,866 Added 5.44%	36,165 $5.27 Million
Q1 2020 May 13, 2020	BUY	$98.45 - $170.48 $386,613 - $669,474	3,927 Added 12.93%	34,299 $3.96 Million
Q4 2019 Feb 11, 2020	BUY	$149.04 - $166.74 $661,737 - $740,325	4,440 Added 17.12%	30,372 $5.03 Million
Q3 2019 Oct 30, 2019	BUY	$153.32 - $158.01 $224,613 - $231,484	1,465 Added 5.99%	25,932 $3.99 Million
Q2 2019 Jul 30, 2019	BUY	N/A	663 Added 2.79%	24,467 $3.83 Million
Q1 2019 Apr 25, 2019	BUY	N/A	705 Added 3.05%	23,804 $3.64 Million
Q4 2018 Feb 13, 2019	BUY	N/A	23,099 New	23,099 $3.05 Million

Others Institutions Holding VB

# of Institutions

2,306

Shares Held

161M

Call Options Held

74.8K

Put Options Held

50.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Mbm Wealth Consultants, LLC Vanguard Small Cap ETF Transaction History