Shira Ridge Wealth Management Vanguard Small Cap ETF Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 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 1,813 shares of VB stock, worth $470,872. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,813
Previous 1,205
50.46%
Holding current value
$470,872
Previous $263 Million
63.71%
% of portfolio
0.22%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.52 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.91 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.87 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.35 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.33 Billion0.28% of portfolio