Mittelman Wealth Management Vanguard Small Cap ETF Transaction History

Mittelman Wealth Management

$153 Billion
Q3 2025

A detailed history of Mittelman Wealth Management transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 16,964 shares of VB stock, worth $4.24 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

16,964

Previous 22,613 24.98%

Holding current value

$4.24 Million

Previous $5.36 Billion 19.5%

% of portfolio

2.82%

Previous 4.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	SELL	$237.58 - $259.17 $1.34 Million - $1.46 Million	-5,649 Reduced 24.98%	16,964 $4.31 Billion
Q2 2025 Aug 08, 2025	BUY	$193.73 - $237.37 $1.35 Million - $1.65 Million	6,970 Added 44.56%	22,613 $5.36 Billion
Q1 2025 May 15, 2025	BUY	$217.89 - $252.64 $727,098 - $843,059	3,337 Added 27.12%	15,643 $3.47 Billion
Q4 2024 Feb 18, 2025	SELL	$233.76 - $261.58 $969,636 - $1.09 Million	-4,148 Reduced 25.21%	12,306 $2.96 Billion
Q3 2024 Nov 15, 2024	BUY	$214.77 - $237.72 $3.03 Million - $3.35 Million	14,097 Added 598.09%	16,454 $3.9 Billion
Q2 2024 Aug 12, 2024	SELL	$210.76 - $226.94 $30,349 - $32,679	-144 Reduced 5.76%	2,357 $514 Million
Q1 2024 May 06, 2024	BUY	$204.0 - $228.59 $510,204 - $571,703	2,501 New	2,501 $572 Million

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

25.4K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Mittelman Wealth Management Vanguard Small Cap ETF Transaction History