Mbm Wealth Consultants, LLC Vanguard Mid Cap ETF Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 2,998 shares of VO stock, worth $824,120. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,998

Previous 3,168 5.37%

Holding current value

$824,120

Previous $835,000 5.27%

% of portfolio

0.25%

Previous 0.27%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$261.5 - $284.63 $44,455 - $48,387	-170 Reduced 5.37%	2,998 $791,000
Q3 2024 Oct 07, 2024	SELL	$237.84 - $263.83 $37,103 - $41,157	-156 Reduced 4.69%	3,168 $835,000
Q2 2024 Jul 30, 2024	SELL	$234.99 - $248.98 $43,238 - $45,812	-184 Reduced 5.25%	3,324 $804,000
Q1 2024 Apr 18, 2024	SELL	$225.86 - $249.86 $15,810 - $17,490	-70 Reduced 1.96%	3,508 $876,000
Q4 2023 Jan 30, 2024	SELL	$195.66 - $233.95 $929,189 - $1.11 Million	-4,749 Reduced 57.03%	3,578 $832,000
Q3 2023 Oct 19, 2023	SELL	$206.6 - $228.23 $86,358 - $95,400	-418 Reduced 4.78%	8,327 $1.73 Million
Q2 2023 Jul 24, 2023	SELL	$203.43 - $220.16 $140,976 - $152,570	-693 Reduced 7.34%	8,745 $1.93 Million
Q4 2022 Feb 15, 2023	SELL	$186.57 - $217.26 $44,403 - $51,707	-238 Reduced 2.46%	9,438 $1.92 Million
Q3 2022 Oct 24, 2022	SELL	$187.98 - $227.42 $73,688 - $89,148	-392 Reduced 3.89%	9,676 $1.87 Million
Q2 2022 Aug 15, 2022	SELL	$190.36 - $240.41 $344,741 - $435,382	-1,811 Reduced 15.25%	10,068 $1.98 Million
Q1 2022 May 16, 2022	SELL	$219.86 - $253.39 $5.78 Million - $6.66 Million	-26,281 Reduced 68.87%	11,879 $2.83 Million
Q4 2021 Feb 15, 2022	BUY	$236.98 - $261.2 $565,197 - $622,962	2,385 Added 6.67%	38,160 $9.72 Million
Q3 2021 Nov 16, 2021	BUY	$229.88 - $249.8 $180,225 - $195,843	784 Added 2.24%	35,775 $8.47 Million
Q2 2021 Aug 13, 2021	BUY	$223.23 - $238.25 $228,810 - $244,206	1,025 Added 3.02%	34,991 $8.31 Million
Q1 2021 May 10, 2021	SELL	$203.74 - $225.89 $70,901 - $78,609	-348 Reduced 1.01%	33,966 $7.52 Million
Q4 2020 Feb 09, 2021	BUY	$176.14 - $208.21 $95,644 - $113,058	543 Added 1.61%	34,314 $7.1 Million
Q3 2020 Nov 12, 2020	BUY	$164.39 - $185.0 $201,048 - $226,255	1,223 Added 3.76%	33,771 $5.95 Million
Q2 2020 Aug 07, 2020	BUY	$124.34 - $175.42 $195,711 - $276,111	1,574 Added 5.08%	32,548 $5.34 Million
Q1 2020 May 13, 2020	BUY	$112.37 - $186.27 $285,419 - $473,125	2,540 Added 8.93%	30,974 $4.08 Million
Q4 2019 Feb 11, 2020	BUY	$162.13 - $178.73 $645,925 - $712,060	3,984 Added 16.29%	28,434 $5.07 Million
Q3 2019 Oct 30, 2019	BUY	$166.82 - $169.81 $206,189 - $209,885	1,236 Added 5.32%	24,450 $4.1 Million
Q2 2019 Jul 30, 2019	BUY	N/A	575 Added 2.54%	23,214 $3.9 Million
Q1 2019 Apr 25, 2019	BUY	N/A	909 Added 4.18%	22,639 $3.64 Million
Q4 2018 Feb 13, 2019	BUY	N/A	21,730 New	21,730 $3 Million

Others Institutions Holding VO

# of Institutions

2,129

Shares Held

174M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

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.

Account

Mbm Wealth Consultants, LLC Vanguard Mid Cap ETF Transaction History