Forza Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 15,965 shares of VBR stock, worth $3.19 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
15,965
Previous 16,053
0.55%
Holding current value
$3.19 Million
Previous $3.08 Billion
5.4%
% of portfolio
1.5%
Previous 1.6%
Shares
5 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$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio