A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 10,650 shares of VB stock, worth $2.6 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,650
Previous 11,797 9.72%
Holding current value
$2.6 Million
Previous $2.57 Million 1.79%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Oct 15, 2024

SELL
$214.77 - $237.72 $246,341 - $272,664
-1,147 Reduced 9.72%
10,650 $2.53 Million
Q2 2024

Aug 09, 2024

SELL
$210.76 - $226.94 $304,758 - $328,155
-1,446 Reduced 10.92%
11,797 $2.57 Million
Q1 2024

Apr 26, 2024

SELL
$204.0 - $228.59 $480,828 - $538,786
-2,357 Reduced 15.11%
13,243 $3.03 Million
Q4 2023

Feb 07, 2024

BUY
$175.26 - $215.9 $473,202 - $582,930
2,700 Added 20.93%
15,600 $3.33 Million
Q3 2023

Oct 13, 2023

SELL
$186.24 - $208.75 $32,033 - $35,905
-172 Reduced 1.32%
12,900 $2.44 Million
Q2 2023

Aug 02, 2023

BUY
$181.26 - $198.89 $91,898 - $100,837
507 Added 4.04%
13,072 $2.6 Million
Q1 2023

Apr 24, 2023

SELL
$179.51 - $208.76 $411,257 - $478,269
-2,291 Reduced 15.42%
12,565 $2.38 Million
Q4 2022

Feb 07, 2023

BUY
$172.82 - $196.57 $1.21 Million - $1.37 Million
6,977 Added 88.55%
14,856 $2.73 Million
Q3 2022

Oct 24, 2022

SELL
$170.45 - $206.62 $31,021 - $37,604
-182 Reduced 2.26%
7,879 $1.35 Million
Q2 2022

Jul 15, 2022

SELL
$170.7 - $214.67 $25,775 - $32,415
-151 Reduced 1.84%
8,061 $1.42 Million
Q1 2022

Apr 27, 2022

SELL
$198.73 - $227.97 $85,453 - $98,027
-430 Reduced 4.98%
8,212 $1.75 Million
Q4 2021

Feb 07, 2022

BUY
$215.13 - $239.37 $831,047 - $924,686
3,863 Added 80.83%
8,642 $1.95 Million
Q3 2021

Nov 03, 2021

SELL
$211.9 - $229.42 $42,168 - $45,654
-199 Reduced 4.0%
4,779 $1.05 Million
Q2 2021

Aug 12, 2021

SELL
$211.77 - $228.05 $35,365 - $38,084
-167 Reduced 3.25%
4,978 $1.12 Million
Q1 2021

Apr 30, 2021

SELL
$191.53 - $223.48 $39,072 - $45,589
-204 Reduced 3.81%
5,145 $1.1 Million
Q4 2020

Feb 16, 2021

BUY
$156.0 - $196.91 $395,928 - $499,757
2,538 Added 90.29%
5,349 $1.04 Million
Q4 2020

Feb 12, 2021

BUY
$156.0 - $196.91 $468 - $590
3 Added 0.11%
2,811 $547,000
Q3 2020

Oct 14, 2020

SELL
$143.34 - $162.04 $36,265 - $40,996
-253 Reduced 8.27%
2,808 $432,000
Q2 2020

Jul 20, 2020

SELL
$106.26 - $156.76 $58,868 - $86,845
-554 Reduced 15.33%
3,061 $446,000
Q1 2020

May 01, 2020

BUY
$98.45 - $170.48 $330,693 - $572,642
3,359 Added 1312.11%
3,615 $417,000
Q4 2019

Jan 23, 2020

BUY
$149.04 - $166.74 $38,154 - $42,685
256 New
256 $42,000
Q2 2018

Dec 07, 2018

SELL
N/A
-305 Closed
0 $0
Q1 2018

May 17, 2018

BUY
N/A
305 New
305 $45,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


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

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. 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 Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.