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 $6.61 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares
28,949
Previous 26,040 11.17%
Holding current value
$6.61 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
2,368
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
Track This Portfolio

Track Wealth Management Strategies, Inc. Portfolio

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

News

Stay updated on Wealth Management Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email