Wmg Financial Advisors, LLC Vanguard Small Cap ETF Transaction History

Wmg Financial Advisors, LLC

  • $273 Million
  • Q3 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 1,237 shares of VB stock, worth $309,014. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,237
Previous 1,242 0.4%
Holding current value
$309,014
Previous $294,000 6.8%
% of portfolio
0.11%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$237.58 - $259.17 $1,187 - $1,295
-5 Reduced 0.4%
1,237 $314,000
Q2 2025

Jul 24, 2025
SELL
$193.73 - $237.37 $17,823 - $21,838
-92 Reduced 6.9%
1,242 $294,000
Q1 2025

May 06, 2025
BUY
$217.89 - $252.64 $1,089 - $1,263
5 Added 0.38%
1,334 $295,000
Q4 2024

Feb 06, 2025
BUY
$233.76 - $261.58 $13,090 - $14,648
56 Added 4.4%
1,329 $319,000
Q3 2024

Oct 31, 2024
SELL
$214.77 - $237.72 $4,724 - $5,229
-22 Reduced 1.7%
1,273 $301,000
Q1 2024

May 07, 2024
SELL
$204.0 - $228.59 $22,644 - $25,373
-111 Reduced 7.89%
1,295 $296,000
Q4 2023

Feb 08, 2024
BUY
$175.26 - $215.9 $5,783 - $7,124
33 Added 2.4%
1,406 $299,000
Q2 2023

Aug 03, 2023
SELL
$181.26 - $198.89 $12,325 - $13,524
-68 Reduced 4.72%
1,373 $273,000
Q1 2023

Apr 18, 2023
SELL
$179.51 - $208.76 $17,232 - $20,040
-96 Reduced 6.25%
1,441 $273,000
Q4 2022

Feb 10, 2023
SELL
$172.82 - $196.57 $4,666 - $5,307
-27 Reduced 1.73%
1,537 $282,000
Q2 2022

Aug 08, 2022
BUY
$170.7 - $214.67 $170 - $214
1 Added 0.06%
1,564 $276,000
Q1 2022

Apr 18, 2022
BUY
$198.73 - $227.97 $33,386 - $38,298
168 Added 12.04%
1,563 $332,000
Q4 2021

Feb 14, 2022
BUY
$215.13 - $239.37 $300,106 - $333,921
1,395 New
1,395 $315,000

Others Institutions Holding VB

# of Institutions
2,482
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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