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

Mc Kinley Carter Wealth Services, Inc.

$1.56 Billion
Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 785 shares of VV stock, worth $190,393. This represents 0.01% of its overall portfolio holdings.

Number of Shares

785

Previous 778 0.9%

Holding current value

$190,393

Previous $209,000 4.31%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$253.32 - $282.66 $1,773 - $1,978	7 Added 0.9%	785 $200,000
Q4 2024 Jan 22, 2025	BUY	$260.27 - $280.65 $520 - $561	2 Added 0.26%	778 $209,000
Q3 2024 Oct 15, 2024	BUY	$236.92 - $263.4 $183,849 - $204,398	776 New	776 $204,000
Q1 2020 May 01, 2020	SELL	$102.61 - $156.13 $79,933 - $121,625	-779 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$132.26 - $148.31 $103,030 - $115,533	779 New	779 $115,000
Q4 2018 Feb 13, 2019	SELL	N/A	-1,525 Closed	0 $0
Q3 2018 Nov 06, 2018	BUY	N/A	1,525 New	1,525 $204,000
Q2 2018 Dec 07, 2018	SELL	N/A	-1,525 Closed	0 $0
Q1 2018 May 17, 2018	BUY	N/A	1,525 New	1,525 $185,000

Others Institutions Holding VV

# of Institutions

1,283

Shares Held

104M

Call Options Held

40K

Put Options Held

41.2K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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