Mc Kinley Carter Wealth Services, Inc. Vanguard Small Cap ETF Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 22,256 shares of VB stock, worth $5.74 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
22,256
Previous 10,156 119.14%
Holding current value
$5.74 Million
Previous $2.25 Million 134.4%
% of portfolio
0.31%
Previous 0.14%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$193.73 - $237.37 $2.34 Million - $2.87 Million
12,100 Added 119.14%
22,256 $5.27 Million
Q1 2025

Apr 15, 2025
BUY
$217.89 - $252.64 $10,894 - $12,632
50 Added 0.49%
10,156 $2.25 Million
Q4 2024

Jan 22, 2025
SELL
$233.76 - $261.58 $127,165 - $142,299
-544 Reduced 5.11%
10,106 $2.43 Million
Q3 2024

Oct 15, 2024
SELL
$214.77 - $237.72 $246,341 - $272,664
-1,147 Reduced 9.72%
10,650 $2.53 Million
Q2 2024

Aug 09, 2024
SELL
$210.76 - $226.94 $304,758 - $328,155
-1,446 Reduced 10.92%
11,797 $2.57 Million
Q1 2024

Apr 26, 2024
SELL
$204.0 - $228.59 $480,828 - $538,786
-2,357 Reduced 15.11%
13,243 $3.03 Million
Q4 2023

Feb 07, 2024
BUY
$175.26 - $215.9 $473,202 - $582,930
2,700 Added 20.93%
15,600 $3.33 Million
Q3 2023

Oct 13, 2023
SELL
$186.24 - $208.75 $32,033 - $35,905
-172 Reduced 1.32%
12,900 $2.44 Million
Q2 2023

Aug 02, 2023
BUY
$181.26 - $198.89 $91,898 - $100,837
507 Added 4.04%
13,072 $2.6 Million
Q1 2023

Apr 24, 2023
SELL
$179.51 - $208.76 $411,257 - $478,269
-2,291 Reduced 15.42%
12,565 $2.38 Million
Q4 2022

Feb 07, 2023
BUY
$172.82 - $196.57 $1.21 Million - $1.37 Million
6,977 Added 88.55%
14,856 $2.73 Million
Q3 2022

Oct 24, 2022
SELL
$170.45 - $206.62 $31,021 - $37,604
-182 Reduced 2.26%
7,879 $1.35 Million
Q2 2022

Jul 15, 2022
SELL
$170.7 - $214.67 $25,775 - $32,415
-151 Reduced 1.84%
8,061 $1.42 Million
Q1 2022

Apr 27, 2022
SELL
$198.73 - $227.97 $85,453 - $98,027
-430 Reduced 4.98%
8,212 $1.75 Million
Q4 2021

Feb 07, 2022
BUY
$215.13 - $239.37 $831,047 - $924,686
3,863 Added 80.83%
8,642 $1.95 Million
Q3 2021

Nov 03, 2021
SELL
$211.9 - $229.42 $42,168 - $45,654
-199 Reduced 4.0%
4,779 $1.05 Million
Q2 2021

Aug 12, 2021
SELL
$211.77 - $228.05 $35,365 - $38,084
-167 Reduced 3.25%
4,978 $1.12 Million
Q1 2021

Apr 30, 2021
SELL
$191.53 - $223.48 $39,072 - $45,589
-204 Reduced 3.81%
5,145 $1.1 Million
Q4 2020

Feb 16, 2021
BUY
$156.0 - $196.91 $395,928 - $499,757
2,538 Added 90.29%
5,349 $1.04 Million
Q4 2020

Feb 12, 2021
BUY
$156.0 - $196.91 $468 - $590
3 Added 0.11%
2,811 $547,000
Q3 2020

Oct 14, 2020
SELL
$143.34 - $162.04 $36,265 - $40,996
-253 Reduced 8.27%
2,808 $432,000
Q2 2020

Jul 20, 2020
SELL
$106.26 - $156.76 $58,868 - $86,845
-554 Reduced 15.33%
3,061 $446,000
Q1 2020

May 01, 2020
BUY
$98.45 - $170.48 $330,693 - $572,642
3,359 Added 1312.11%
3,615 $417,000
Q4 2019

Jan 23, 2020
BUY
$149.04 - $166.74 $38,154 - $42,685
256 New
256 $42,000
Q2 2018

Dec 07, 2018
SELL
N/A
-305 Closed
0 $0
Q1 2018

May 17, 2018
BUY
N/A
305 New
305 $45,000

Others Institutions Holding VB

# of Institutions
2,405
Shares Held
167M
Call Options Held
73.6K
Put Options Held
16.3K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email