A detailed history of Mbm Wealth Consultants, LLC transactions in Vaneck Short Muni ETF stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 41,341 shares of SMB stock, worth $702,383. This represents 0.25% of its overall portfolio holdings.

Number of Shares
41,341
Previous 41,739 0.95%
Holding current value
$702,383
Previous $713,000 1.4%
% of portfolio
0.25%
Previous 0.27%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$17.0 - $17.11 $6,766 - $6,809
-398 Reduced 0.95%
41,341 $703,000
Q4 2023

Jan 30, 2024

SELL
$16.61 - $17.14 $18,187 - $18,768
-1,095 Reduced 2.56%
41,739 $713,000
Q3 2023

Oct 19, 2023

SELL
$16.65 - $16.89 $389,160 - $394,769
-23,373 Reduced 35.3%
42,834 $714,000
Q2 2023

Jul 24, 2023

SELL
$16.71 - $17.06 $831,055 - $848,462
-49,734 Reduced 42.9%
66,207 $1.11 Million
Q4 2022

Feb 15, 2023

SELL
$16.52 - $16.94 $138,520 - $142,041
-8,385 Reduced 6.74%
115,941 $1.96 Million
Q3 2022

Oct 24, 2022

SELL
N/A
-67,665 Reduced 35.24%
124,326 $2.07 Million
Q2 2022

Aug 15, 2022

SELL
N/A
-8,376 Reduced 4.18%
191,991 $3.28 Million
Q1 2022

May 16, 2022

BUY
N/A
3,253 Added 1.65%
200,367 $3.43 Million
Q4 2021

Feb 15, 2022

BUY
N/A
27,458 Added 16.18%
197,114 $3.53 Million
Q3 2021

Nov 16, 2021

BUY
N/A
4,083 Added 2.47%
169,656 $3.05 Million
Q2 2021

Aug 13, 2021

BUY
N/A
5,960 Added 3.73%
165,573 $2.99 Million
Q1 2021

May 10, 2021

BUY
N/A
9,213 Added 6.13%
159,613 $2.88 Million
Q4 2020

Feb 09, 2021

BUY
N/A
13,002 Added 9.46%
150,400 $2.72 Million
Q3 2020

Nov 12, 2020

BUY
N/A
1,544 Added 1.14%
137,398 $2.48 Million
Q2 2020

Aug 07, 2020

SELL
N/A
-6,489 Reduced 4.56%
135,854 $2.45 Million
Q1 2020

May 13, 2020

BUY
N/A
34,114 Added 31.52%
142,343 $2.47 Million
Q4 2019

Feb 11, 2020

BUY
N/A
2,414 Added 2.28%
108,229 $1.93 Million
Q3 2019

Oct 30, 2019

BUY
N/A
1,830 Added 1.76%
105,815 $1.87 Million
Q2 2019

Jul 30, 2019

BUY
N/A
4,756 Added 4.79%
103,985 $1.84 Million
Q1 2019

Apr 25, 2019

BUY
N/A
11,888 Added 13.61%
99,229 $1.74 Million
Q4 2018

Feb 13, 2019

BUY
N/A
87,341 New
87,341 $1.51 Million

Others Institutions Holding SMB

About VANECK SHORT MUNI ETF


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

Track Mbm Wealth Consultants, LLC Portfolio

Follow Mbm Wealth Consultants, LLC 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 Mbm Wealth Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.