Mbm Wealth Consultants, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Mbm Wealth Consultants, LLC

$307 Million
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 19, 2023	BUY	$39.04 - $43.07 $75,971 - $83,814	1,946 Added 2.25%	88,267 $3.46 Million
Q2 2023 Jul 24, 2023	BUY	$39.05 - $42.09 $339,227 - $365,635	8,687 Added 11.19%	86,321 $3.51 Million
Q4 2022 Feb 15, 2023	SELL	$35.32 - $40.67 $3,355 - $3,863	-95 Reduced 0.12%	77,634 $3.06 Million
Q3 2022 Oct 24, 2022	SELL	$36.49 - $42.54 $717,612 - $836,591	-19,666 Reduced 20.19%	77,729 $2.88 Million
Q2 2022 Aug 15, 2022	BUY	$40.48 - $47.83 $119,132 - $140,763	2,943 Added 3.12%	97,395 $4.06 Million
Q1 2022 May 16, 2022	BUY	$42.79 - $51.23 $411,810 - $493,037	9,624 Added 11.35%	94,452 $4.36 Million
Q4 2021 Feb 15, 2022	BUY	$47.81 - $52.33 $464,139 - $508,019	9,708 Added 12.92%	84,828 $4.2 Million
Q3 2021 Nov 16, 2021	BUY	$49.35 - $54.02 $196,709 - $215,323	3,986 Added 5.6%	75,120 $3.76 Million
Q2 2021 Aug 13, 2021	BUY	$50.96 - $55.14 $228,249 - $246,972	4,479 Added 6.72%	71,134 $3.86 Million
Q1 2021 May 10, 2021	SELL	$50.34 - $56.49 $48,074 - $53,947	-955 Reduced 1.41%	66,655 $3.47 Million
Q4 2020 Feb 09, 2021	BUY	$43.14 - $50.24 $153,707 - $179,005	3,563 Added 5.56%	67,610 $3.39 Million
Q3 2020 Nov 12, 2020	BUY	$40.14 - $45.14 $118,051 - $132,756	2,941 Added 4.81%	64,047 $2.77 Million
Q2 2020 Aug 07, 2020	BUY	$32.36 - $40.59 $428,964 - $538,061	13,256 Added 27.7%	61,106 $2.42 Million
Q1 2020 May 13, 2020	BUY	$30.46 - $45.91 $93,816 - $141,402	3,080 Added 6.88%	47,850 $1.61 Million
Q4 2019 Feb 11, 2020	BUY	$39.79 - $44.7 $58,013 - $65,172	1,458 Added 3.37%	44,770 $1.99 Million
Q3 2019 Oct 30, 2019	BUY	$39.0 - $43.14 $103,155 - $114,105	2,645 Added 6.5%	43,312 $1.74 Million
Q2 2019 Jul 30, 2019	BUY	$39.79 - $44.01 $80,137 - $88,636	2,014 Added 5.21%	40,667 $1.76 Million
Q1 2019 Apr 25, 2019	BUY	$37.67 - $43.15 $74,774 - $85,652	1,985 Added 5.41%	38,653 $1.64 Million
Q4 2018 Feb 13, 2019	BUY	$36.68 - $41.1 $1.34 Million - $1.51 Million	36,668 New	36,668 $1.4 Million

Others Institutions Holding VWO

# of Institutions

2,270

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

Bank Of America Corp Charlotte, NC

100M
Shares

$4.53 Billion
0.4% of portfolio
Vanguard Group Inc Valley Forge, PA

65.7M
Shares

$2.97 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

61.8M
Shares

$2.79 Billion
2.64% of portfolio
Betterment LLC New York, NY

58.8M
Shares

$2.65 Billion
6.77% of portfolio
Morgan Stanley New York, NY

47.7M
Shares

$2.15 Billion
0.17% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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