Mbm Wealth Consultants, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 74,603 shares of VOO stock, worth $41.9 Million. This represents 12.47% of its overall portfolio holdings.

Number of Shares

74,603

Previous 74,155 0.6%

Holding current value

$41.9 Million

Previous $39.1 Million 2.73%

% of portfolio

12.47%

Previous 12.73%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $233,784 - $250,351	448 Added 0.6%	74,603 $40.2 Million
Q3 2024 Oct 07, 2024	BUY	$475.2 - $527.7 $214,790 - $238,520	452 Added 0.61%	74,155 $39.1 Million
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $117,415 - $130,104	258 Added 0.35%	73,703 $36.9 Million
Q1 2024 Apr 18, 2024	BUY	$429.43 - $481.35 $5,582 - $6,257	13 Added 0.02%	73,445 $35.3 Million
Q4 2023 Jan 30, 2024	BUY	$377.32 - $438.19 $1.11 Million - $1.28 Million	2,930 Added 4.16%	73,432 $32.1 Million
Q3 2023 Oct 19, 2023	BUY	$392.7 - $420.68 $485,377 - $519,960	1,236 Added 1.78%	70,502 $27.7 Million
Q2 2023 Jul 24, 2023	BUY	$371.44 - $407.28 $3.51 Million - $3.85 Million	9,455 Added 15.81%	69,266 $28.2 Million
Q4 2022 Feb 15, 2023	BUY	$327.64 - $374.54 $648,727 - $741,589	1,980 Added 3.42%	59,811 $20.9 Million
Q3 2022 Oct 24, 2022	BUY	$328.3 - $395.04 $1.61 Million - $1.94 Million	4,899 Added 9.26%	57,831 $19.6 Million
Q2 2022 Aug 15, 2022	BUY	$337.07 - $419.85 $706,835 - $880,425	2,097 Added 4.13%	52,932 $18.4 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $6.96 Million - $7.99 Million	18,192 Added 55.73%	50,835 $21.1 Million
Q4 2021 Feb 15, 2022	BUY	$394.21 - $439.01 $1.15 Million - $1.28 Million	2,920 Added 9.82%	32,643 $14.3 Million
Q3 2021 Nov 16, 2021	BUY	$390.68 - $416.73 $397,321 - $423,814	1,017 Added 3.54%	29,723 $11.7 Million
Q2 2021 Aug 13, 2021	BUY	$368.16 - $394.32 $518,737 - $555,596	1,409 Added 5.16%	28,706 $11.3 Million
Q1 2021 May 10, 2021	BUY	$339.03 - $365.24 $386,155 - $416,008	1,139 Added 4.35%	27,297 $9.94 Million
Q4 2020 Feb 09, 2021	BUY	$299.82 - $343.69 $759,743 - $870,910	2,534 Added 10.73%	26,158 $8.99 Million
Q3 2020 Nov 12, 2020	BUY	$285.37 - $328.74 $590,145 - $679,834	2,068 Added 9.59%	23,624 $7.27 Million
Q2 2020 Aug 07, 2020	BUY	$226.15 - $297.17 $1.63 Million - $2.14 Million	7,192 Added 50.07%	21,556 $6.11 Million
Q1 2020 May 13, 2020	BUY	$204.27 - $310.92 $544,992 - $829,534	2,668 Added 22.81%	14,364 $3.4 Million
Q4 2019 Feb 11, 2020	BUY	$264.57 - $296.67 $251,341 - $281,836	950 Added 8.84%	11,696 $3.46 Million
Q3 2019 Oct 30, 2019	SELL	$260.57 - $277.38 $55,501 - $59,081	-213 Reduced 1.94%	10,746 $2.93 Million
Q2 2019 Jul 30, 2019	SELL	$252.12 - $271.73 $11,093 - $11,956	-44 Reduced 0.4%	10,959 $2.99 Million
Q1 2019 Apr 25, 2019	SELL	$224.5 - $261.43 $96,086 - $111,892	-428 Reduced 3.74%	11,003 $2.86 Million
Q4 2018 Feb 13, 2019	BUY	$215.07 - $268.24 $2.46 Million - $3.07 Million	11,431 New	11,431 $2.63 Million

Others Institutions Holding VOO

# of Institutions

3,507

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Mbm Wealth Consultants, LLC Vanguard Index Fds S&P 500 ETF Transaction History