Retirement Financial Solutions, LLC Vanguard Small Cap Value ETF Transaction History
Retirement Financial Solutions, LLC
- $212 Billion
- Q2 2024
A detailed history of Retirement Financial Solutions, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 95,941 shares of VBR stock, worth $19 Million. This represents 8.24% of its overall portfolio holdings.
Number of Shares
95,941
Previous 84,877
13.04%
Holding current value
$19 Million
Previous $16.3 Billion
7.52%
% of portfolio
8.24%
Previous 8.37%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares 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