Madison Wealth Partners, Inc Vanguard Small Cap ETF Transaction History

Madison Wealth Partners, Inc

$326 Million
Q3 2024

A detailed history of Madison Wealth Partners, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 1,944 shares of VB stock, worth $468,387. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,944

Previous 1,383 40.56%

Holding current value

$468,387

Previous $301,000 53.16%

% of portfolio

0.14%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$214.77 - $237.72 $120,485 - $133,360	561 Added 40.56%	1,944 $461,000
Q2 2024 Aug 09, 2024	SELL	$210.76 - $226.94 $8,219 - $8,850	-39 Reduced 2.74%	1,383 $301,000
Q2 2023 Jul 20, 2023	SELL	$181.26 - $198.89 $31,357 - $34,407	-173 Reduced 10.85%	1,422 $282,000
Q1 2023 Apr 20, 2023	SELL	$179.51 - $208.76 $10,232 - $11,899	-57 Reduced 3.45%	1,595 $302,000
Q4 2022 Jan 24, 2023	SELL	$172.82 - $196.57 $15,035 - $17,101	-87 Reduced 5.0%	1,652 $0
Q2 2022 Jul 22, 2022	BUY	$170.7 - $214.67 $33,115 - $41,645	194 Added 12.56%	1,739 $306,000
Q1 2022 May 02, 2022	BUY	$198.73 - $227.97 $25,238 - $28,952	127 Added 8.96%	1,545 $328,000
Q2 2021 Jul 19, 2021	BUY	$211.77 - $228.05 $35,789 - $38,540	169 Added 13.53%	1,418 $319,000
Q4 2020 Feb 16, 2021	BUY	$156.0 - $196.91 $194,844 - $245,940	1,249 New	1,249 $243,000

Others Institutions Holding VB

# of Institutions

2,109

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Madison Wealth Partners, Inc Vanguard Small Cap ETF Transaction History