Mittelman Wealth Management Vanguard Small Cap ETF Transaction History

Mittelman Wealth Management

  • $111 Billion
  • Q1 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 15,643 shares of VB stock, worth $3.76 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
15,643
Previous 12,306 27.12%
Holding current value
$3.76 Million
Previous $2.96 Billion 17.32%
% of portfolio
3.13%
Previous 2.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,370
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
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 Mittelman Wealth Management Portfolio

Follow Mittelman Wealth Management 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 Mittelman Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Mittelman Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email