Marshall Financial Group LLC Vanguard Small Cap ETF Transaction History

Marshall Financial Group LLC

$408 Million
Q4 2024

A detailed history of Marshall Financial Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Marshall Financial Group LLC holds 8,042 shares of VB stock, worth $1.99 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

8,042

Previous 8,360 3.8%

Holding current value

$1.99 Million

Previous $1.98 Million 2.57%

% of portfolio

0.47%

Previous 0.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$233.76 - $261.58 $74,335 - $83,182	-318 Reduced 3.8%	8,042 $1.93 Million
Q3 2024 Oct 16, 2024	SELL	$214.77 - $237.72 $90,203 - $99,842	-420 Reduced 4.78%	8,360 $1.98 Million
Q2 2024 Jul 19, 2024	SELL	$210.76 - $226.94 $199,378 - $214,685	-946 Reduced 9.73%	8,780 $1.91 Million
Q1 2024 Apr 19, 2024	SELL	$204.0 - $228.59 $174,012 - $194,987	-853 Reduced 8.06%	9,726 $2.22 Million
Q4 2023 Jan 10, 2024	SELL	$175.26 - $215.9 $216,446 - $266,636	-1,235 Reduced 10.45%	10,579 $2.26 Million
Q3 2023 Oct 19, 2023	SELL	$186.24 - $208.75 $107,646 - $120,657	-578 Reduced 4.66%	11,814 $2.23 Million
Q2 2023 Jul 17, 2023	SELL	$181.26 - $198.89 $250,138 - $274,468	-1,380 Reduced 10.02%	12,392 $2.46 Million
Q1 2023 Apr 18, 2023	SELL	$179.51 - $208.76 $42,005 - $48,849	-234 Reduced 1.67%	13,772 $2.61 Million
Q4 2022 Feb 01, 2023	SELL	$172.82 - $196.57 $105,593 - $120,104	-611 Reduced 4.18%	14,006 $2.57 Million
Q3 2022 Oct 12, 2022	BUY	$170.45 - $206.62 $145,393 - $176,246	853 Added 6.2%	14,617 $2.5 Million
Q2 2022 Jul 25, 2022	BUY	$170.7 - $214.67 $1.72 Million - $2.16 Million	10,057 Added 271.3%	13,764 $2.42 Million
Q1 2022 May 10, 2022	BUY	$198.73 - $227.97 $324,128 - $371,819	1,631 Added 78.56%	3,707 $788,000
Q4 2021 Jan 27, 2022	BUY	$215.13 - $239.37 $446,609 - $496,932	2,076 New	2,076 $469,000

Others Institutions Holding VB

# of Institutions

2,297

Shares Held

161M

Call Options Held

76.8K

Put Options Held

29K

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Marshall Financial Group LLC Vanguard Small Cap ETF Transaction History