Shira Ridge Wealth Management Vanguard Small Cap ETF Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 2024
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 1,870 shares of VB stock, worth $463,217. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,870
Previous 1,813
3.14%
Holding current value
$463,217
Previous $430 Million
4.49%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,210Shares Held
157MCall Options Held
102KPut Options Held
34.7K-
Bank Of America Corp Charlotte, NC25.1MShares$6.22 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.82 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.29 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.27 Billion0.28% of portfolio