Mbm Wealth Consultants, LLC Vanguard Russell 1000 Growth E Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$54.1 - $72.84 $4,057 - $5,463	-75 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$62.94 - $69.93 $4,720 - $5,244	75 New	75 $5,000

Others Institutions Holding VONG

# of Institutions

777

Shares Held

152M

Call Options Held

25.9K

Put Options Held

1.2K

Bank Of America Corp Charlotte, NC

29.1M
Shares

$3.1 Billion
0.26% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.11 Billion
6.89% of portfolio
Morgan Stanley New York, NY

7M
Shares

$746 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

5.53M
Shares

$589 Million
0.24% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$493 Million
1.45% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

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