Mps Loria Financial Planners, LLC Vanguard Small Cap ETF Transaction History

Mps Loria Financial Planners, LLC

  • $332 Million
  • Q3 2024

A detailed history of Mps Loria Financial Planners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 142,694 shares of VB stock, worth $34.8 Million. This represents 10.2% of its overall portfolio holdings.

Number of Shares
142,694
Previous 138,622 2.94%
Holding current value
$34.8 Million
Previous $30.2 Million 11.99%
% of portfolio
10.2%
Previous 9.77%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$214.77 - $237.72 $874,543 - $967,995
4,072 Added 2.94%
142,694 $33.8 Million
Q2 2024

Jul 10, 2024
BUY
$210.76 - $226.94 $29.2 Million - $31.5 Million
138,622 New
138,622 $30.2 Million

Others Institutions Holding VB

# of Institutions
2,108
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
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 Mps Loria Financial Planners, LLC Portfolio

Follow Mps Loria Financial Planners, LLC 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 Mps Loria Financial Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mps Loria Financial Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email