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

Mps Loria Financial Planners, LLC

  • $336 Million
  • Q1 2025

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 150,194 shares of VB stock, worth $35.7 Million. This represents 9.91% of its overall portfolio holdings.

Number of Shares
150,194
Previous 142,115 5.68%
Holding current value
$35.7 Million
Previous $34.1 Million 2.47%
% of portfolio
9.91%
Previous 10.11%

Shares

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

Apr 22, 2025
BUY
$217.89 - $252.64 $1.76 Million - $2.04 Million
8,079 Added 5.68%
150,194 $33.3 Million
Q4 2024

Jan 14, 2025
SELL
$233.76 - $261.58 $135,347 - $151,454
-579 Reduced 0.41%
142,115 $34.1 Million
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
2,371
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
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