My Wealth Management Inc. Vanguard Small Cap ETF Transaction History

My Wealth Management Inc.

  • $87.8 Million
  • Q2 2024

A detailed history of My Wealth Management Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, My Wealth Management Inc. holds 16,932 shares of VB stock, worth $4.01 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares
16,932
Previous 16,517 2.51%
Holding current value
$4.01 Million
Previous $3.78 Million 2.23%
% of portfolio
4.2%
Previous 4.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$210.76 - $226.94 $87,465 - $94,180
415 Added 2.51%
16,932 $3.69 Million
Q1 2024

May 13, 2024
SELL
$204.0 - $228.59 $530,196 - $594,105
-2,599 Reduced 13.6%
16,517 $3.78 Million
Q4 2023

Feb 08, 2024
BUY
$175.26 - $215.9 $145,816 - $179,628
832 Added 4.55%
19,116 $4.08 Million
Q3 2023

Nov 14, 2023
SELL
$186.24 - $208.75 $35,571 - $39,871
-191 Reduced 1.03%
18,284 $3.46 Million
Q2 2023

Jul 31, 2023
BUY
$181.26 - $198.89 $228,025 - $250,203
1,258 Added 7.31%
18,475 $3.67 Million
Q1 2023

Apr 27, 2023
BUY
$179.51 - $208.76 $12,386 - $14,404
69 Added 0.4%
17,217 $3.26 Million
Q4 2022

Feb 01, 2023
SELL
$172.82 - $196.57 $2.11 Million - $2.4 Million
-12,233 Reduced 41.64%
17,148 $3.15 Million
Q3 2022

Nov 09, 2022
BUY
$170.45 - $206.62 $127,326 - $154,345
747 Added 2.61%
29,381 $5.02 Million
Q2 2022

Aug 01, 2022
SELL
$170.7 - $214.67 $4,438 - $5,581
-26 Reduced 0.09%
28,634 $5.04 Million
Q1 2022

May 04, 2022
BUY
$198.73 - $227.97 $2.77 Million - $3.18 Million
13,949 Added 94.82%
28,660 $6.09 Million
Q4 2021

Feb 04, 2022
BUY
$215.13 - $239.37 $3.16 Million - $3.52 Million
14,711 New
14,711 $3.33 Million

Others Institutions Holding VB

# of Institutions
2,029
Shares Held
147M
Call Options Held
63.7K
Put Options Held
17.3K
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 My Wealth Management Inc. Portfolio

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

News

Stay updated on My Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email