Wealth Management Strategies, Inc. Vanguard Small Cap ETF Transaction History

Wealth Management Strategies, Inc.

  • $145 Million
  • Q1 2025

A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 28,949 shares of VB stock, worth $6.96 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares
28,949
Previous 26,040 11.17%
Holding current value
$6.96 Million
Previous $6.26 Million 2.61%
% of portfolio
4.42%
Previous 4.86%

Shares

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

May 15, 2025
BUY
$217.89 - $252.64 $633,842 - $734,929
2,909 Added 11.17%
28,949 $6.42 Million
Q4 2024

Feb 20, 2025
BUY
$233.76 - $261.58 $6.09 Million - $6.81 Million
26,040 New
26,040 $6.26 Million

Others Institutions Holding VB

# of Institutions
2,385
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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