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

Mbm Wealth Consultants, LLC

$324 Million
Q1 2025

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

767

Shares Held

151M

Call Options Held

25.9K

Put Options Held

1.2K

Bank Of America Corp Charlotte, NC

29.1M
Shares

$2.74 Billion
0.26% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$979 Million
6.01% of portfolio
Morgan Stanley New York, NY

7M
Shares

$660 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

6.6M
Shares

$622 Million
0.25% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.64M
Shares

$438 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
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