Monument Group Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Monument Group Wealth Advisors, LLC

  • $144 Billion
  • Q1 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 12,364 shares of VB stock, worth $2.67 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
12,364
Previous 11,420 8.27%
Holding current value
$2.67 Million
Previous $2.74 Billion 0.08%
% of portfolio
1.9%
Previous 1.94%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$217.89 - $252.64 $205,688 - $238,492
944 Added 8.27%
12,364 $2.74 Billion
Q4 2024

Jan 15, 2025
SELL
$233.76 - $261.58 $75,738 - $84,751
-324 Reduced 2.76%
11,420 $2.74 Billion
Q2 2024

Aug 06, 2024
SELL
$210.76 - $226.94 $21,497 - $23,147
-102 Reduced 0.86%
11,744 $2.56 Billion
Q1 2024

May 07, 2024
SELL
$204.0 - $228.59 $271,728 - $304,481
-1,332 Reduced 10.11%
11,846 $2.71 Billion
Q4 2023

Feb 01, 2024
BUY
$175.26 - $215.9 $2.31 Million - $2.85 Million
13,178 New
13,178 $2.81 Billion

Others Institutions Holding VB

# of Institutions
2,348
Shares Held
159M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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