Morling Financial Advisors, LLC Vanguard Small Cap ETF Transaction History

Morling Financial Advisors, LLC

  • $272 Million
  • Q1 2025

A detailed history of Morling Financial Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,155 shares of VB stock, worth $277,338. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,155
Previous 1,555 25.72%
Holding current value
$277,338
Previous $373,000 31.37%
% of portfolio
0.09%
Previous 0.14%

Shares

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

May 06, 2025
SELL
$217.89 - $252.64 $87,156 - $101,056
-400 Reduced 25.72%
1,155 $256,000
Q3 2024

Oct 18, 2024
BUY
$214.77 - $237.72 $187,923 - $208,005
875 Added 128.68%
1,555 $368,000
Q4 2022

Feb 03, 2023
BUY
$172.82 - $196.57 $33,699 - $38,331
195 Added 40.21%
680 $124,000
Q4 2021

Feb 04, 2022
BUY
$215.13 - $239.37 $104,338 - $116,094
485 New
485 $110,000

Others Institutions Holding VB

# of Institutions
2,381
Shares Held
167M
Call Options Held
78.1K
Put Options Held
29.4K
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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