Marshall Financial Group Inc Vanguard Small Cap ETF Transaction History

Marshall Financial Group Inc

$331 Million
Q3 2024

A detailed history of Marshall Financial Group Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 83,637 shares of VB stock, worth $21 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares

83,637

Previous 82,470 1.42%

Holding current value

$21 Million

Previous $18 Million 10.33%

% of portfolio

5.99%

Previous 5.84%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$214.77 - $237.72 $250,636 - $277,419	1,167 Added 1.42%	83,637 $19.8 Million
Q2 2024 Aug 09, 2024	BUY	$210.76 - $226.94 $103,693 - $111,654	492 Added 0.6%	82,470 $18 Million
Q1 2024 May 08, 2024	BUY	$204.0 - $228.59 $131,376 - $147,211	644 Added 0.79%	81,978 $18.7 Million
Q4 2023 Feb 07, 2024	BUY	$175.26 - $215.9 $487,573 - $600,633	2,782 Added 3.54%	81,334 $17.4 Million
Q3 2023 Nov 02, 2023	BUY	$186.24 - $208.75 $121,800 - $136,522	654 Added 0.84%	78,552 $14.9 Million
Q2 2023 Aug 10, 2023	BUY	$181.26 - $198.89 $324,274 - $355,814	1,789 Added 2.35%	77,898 $15.5 Million
Q1 2023 May 02, 2023	BUY	$179.51 - $208.76 $261,725 - $304,372	1,458 Added 1.95%	76,109 $14.4 Million
Q4 2022 Feb 03, 2023	BUY	$172.82 - $196.57 $253,181 - $287,975	1,465 Added 2.0%	74,651 $13.7 Million
Q3 2022 Nov 14, 2022	BUY	$170.45 - $206.62 $750,150 - $909,334	4,401 Added 6.4%	73,186 $12.5 Million
Q2 2022 Aug 10, 2022	BUY	$170.7 - $214.67 $1.16 Million - $1.46 Million	6,809 Added 10.99%	68,785 $12.1 Million
Q1 2022 May 10, 2022	SELL	$198.73 - $227.97 $18,283 - $20,973	-92 Reduced 0.15%	61,976 $13.2 Million
Q4 2021 Feb 08, 2022	BUY	$215.13 - $239.37 $217,926 - $242,481	1,013 Added 1.66%	62,068 $14 Million
Q3 2021 Nov 15, 2021	SELL	$211.9 - $229.42 $269,113 - $291,363	-1,270 Reduced 2.04%	61,055 $13.4 Million
Q2 2021 Jul 29, 2021	SELL	$211.77 - $228.05 $362,338 - $390,193	-1,711 Reduced 2.67%	62,325 $14 Million
Q1 2021 May 10, 2021	SELL	$191.53 - $223.48 $174,292 - $203,366	-910 Reduced 1.4%	64,036 $13.7 Million
Q4 2020 Feb 04, 2021	BUY	$156.0 - $196.91 $666,588 - $841,396	4,273 Added 7.04%	64,946 $12.6 Million
Q3 2020 Nov 10, 2020	BUY	$143.34 - $162.04 $260,305 - $294,264	1,816 Added 3.09%	60,673 $9.33 Million
Q2 2020 Jul 27, 2020	BUY	$106.26 - $156.76 $1.63 Million - $2.41 Million	15,366 Added 35.33%	58,857 $8.58 Million
Q1 2020 Apr 23, 2020	BUY	$98.45 - $170.48 $3.18 Million - $5.5 Million	32,281 Added 287.97%	43,491 $5.02 Million
Q4 2019 Feb 05, 2020	BUY	$149.04 - $166.74 $773,666 - $865,547	5,191 Added 86.24%	11,210 $1.86 Million
Q3 2019 Oct 30, 2019	BUY	$153.32 - $158.01 $346,043 - $356,628	2,257 Added 59.99%	6,019 $926,000
Q2 2019 Jul 23, 2019	BUY	N/A	527 Added 16.29%	3,762 $589,000
Q1 2019 Apr 26, 2019	SELL	N/A	-315 Reduced 8.87%	3,235 $494,000
Q4 2018 Feb 11, 2019	BUY	N/A	3,550 New	3,550 $469,000

Others Institutions Holding VB

# of Institutions

2,070

Shares Held

147M

Call Options Held

62.7K

Put Options Held

89.1K

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Marshall Financial Group Inc Vanguard Small Cap ETF Transaction History