Sage View Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 2024
A detailed history of Sage View Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,160 shares of VBR stock, worth $1.02 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,160
Previous 470,292
98.9%
Holding current value
$1.02 Million
Previous $82.4 Billion
98.86%
% of portfolio
0.04%
Previous 4.17%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.33 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$769 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$760 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$730 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$467 Million0.5% of portfolio