Midwest Financial Group LLC Vanguard Small Cap Value ETF Transaction History

Midwest Financial Group LLC

$172 Billion
Q1 2025

A detailed history of Midwest Financial Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Midwest Financial Group LLC holds 10,589 shares of VBR stock, worth $1.91 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

10,589

Previous 11,178 5.27%

Holding current value

$1.91 Million

Previous $2.22 Billion 10.95%

% of portfolio

1.15%

Previous 1.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$183.02 - $207.75 $107,798 - $122,364	-589 Reduced 5.27%	10,589 $1.97 Billion
Q4 2024 Jan 21, 2025	BUY	$197.36 - $217.3 $11,841 - $13,038	60 Added 0.54%	11,178 $2.22 Billion
Q3 2024 Oct 17, 2024	BUY	$179.99 - $201.6 $82,615 - $92,534	459 Added 4.31%	11,118 $2.23 Billion
Q2 2024 Jul 16, 2024	BUY	$177.65 - $191.11 $89,002 - $95,746	501 Added 4.93%	10,659 $1.95 Billion
Q1 2024 Apr 11, 2024	BUY	$172.45 - $191.88 $126,060 - $140,264	731 Added 7.75%	10,158 $1.95 Billion
Q4 2023 Jan 25, 2024	BUY	$149.18 - $181.94 $344,456 - $420,099	2,309 Added 32.44%	9,427 $1.7 Billion
Q3 2023 Oct 17, 2023	BUY	$157.33 - $174.39 $761,477 - $844,047	4,840 Added 212.47%	7,118 $1.14 Billion
Q2 2023 Jul 27, 2023	BUY	$150.74 - $165.4 $150 - $165	1 Added 0.04%	2,278 $377 Million
Q1 2023 Apr 20, 2023	BUY	$150.22 - $177.69 $342,050 - $404,600	2,277 New	2,277 $362 Million

Others Institutions Holding VBR

# of Institutions

1,691

Shares Held

95.1M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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Midwest Financial Group LLC Vanguard Small Cap Value ETF Transaction History