A detailed history of Mbm Wealth Consultants, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 74,155 shares of VOO stock, worth $41 Million. This represents 12.73% of its overall portfolio holdings.

Number of Shares
74,155
Previous 73,703 0.61%
Holding current value
$41 Million
Previous $36.9 Million 6.15%
% of portfolio
12.73%
Previous 12.73%

Shares

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

Oct 07, 2024

BUY
$475.2 - $527.7 $214,790 - $238,520
452 Added 0.61%
74,155 $39.1 Million
Q2 2024

Jul 30, 2024

BUY
$455.1 - $504.28 $117,415 - $130,104
258 Added 0.35%
73,703 $36.9 Million
Q1 2024

Apr 18, 2024

BUY
$429.43 - $481.35 $5,582 - $6,257
13 Added 0.02%
73,445 $35.3 Million
Q4 2023

Jan 30, 2024

BUY
$377.32 - $438.19 $1.11 Million - $1.28 Million
2,930 Added 4.16%
73,432 $32.1 Million
Q3 2023

Oct 19, 2023

BUY
$392.7 - $420.68 $485,377 - $519,960
1,236 Added 1.78%
70,502 $27.7 Million
Q2 2023

Jul 24, 2023

BUY
$371.44 - $407.28 $3.51 Million - $3.85 Million
9,455 Added 15.81%
69,266 $28.2 Million
Q4 2022

Feb 15, 2023

BUY
$327.64 - $374.54 $648,727 - $741,589
1,980 Added 3.42%
59,811 $20.9 Million
Q3 2022

Oct 24, 2022

BUY
$328.3 - $395.04 $1.61 Million - $1.94 Million
4,899 Added 9.26%
57,831 $19.6 Million
Q2 2022

Aug 15, 2022

BUY
$337.07 - $419.85 $706,835 - $880,425
2,097 Added 4.13%
52,932 $18.4 Million
Q1 2022

May 16, 2022

BUY
$382.7 - $439.25 $6.96 Million - $7.99 Million
18,192 Added 55.73%
50,835 $21.1 Million
Q4 2021

Feb 15, 2022

BUY
$394.21 - $439.01 $1.15 Million - $1.28 Million
2,920 Added 9.82%
32,643 $14.3 Million
Q3 2021

Nov 16, 2021

BUY
$390.68 - $416.73 $397,321 - $423,814
1,017 Added 3.54%
29,723 $11.7 Million
Q2 2021

Aug 13, 2021

BUY
$368.16 - $394.32 $518,737 - $555,596
1,409 Added 5.16%
28,706 $11.3 Million
Q1 2021

May 10, 2021

BUY
$339.03 - $365.24 $386,155 - $416,008
1,139 Added 4.35%
27,297 $9.94 Million
Q4 2020

Feb 09, 2021

BUY
$299.82 - $343.69 $759,743 - $870,910
2,534 Added 10.73%
26,158 $8.99 Million
Q3 2020

Nov 12, 2020

BUY
$285.37 - $328.74 $590,145 - $679,834
2,068 Added 9.59%
23,624 $7.27 Million
Q2 2020

Aug 07, 2020

BUY
$226.15 - $297.17 $1.63 Million - $2.14 Million
7,192 Added 50.07%
21,556 $6.11 Million
Q1 2020

May 13, 2020

BUY
$204.27 - $310.92 $544,992 - $829,534
2,668 Added 22.81%
14,364 $3.4 Million
Q4 2019

Feb 11, 2020

BUY
$264.57 - $296.67 $251,341 - $281,836
950 Added 8.84%
11,696 $3.46 Million
Q3 2019

Oct 30, 2019

SELL
$260.57 - $277.38 $55,501 - $59,081
-213 Reduced 1.94%
10,746 $2.93 Million
Q2 2019

Jul 30, 2019

SELL
$252.12 - $271.73 $11,093 - $11,956
-44 Reduced 0.4%
10,959 $2.99 Million
Q1 2019

Apr 25, 2019

SELL
$224.5 - $261.43 $96,086 - $111,892
-428 Reduced 3.74%
11,003 $2.86 Million
Q4 2018

Feb 13, 2019

BUY
$215.07 - $268.24 $2.46 Million - $3.07 Million
11,431 New
11,431 $2.63 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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