Watershed Private Wealth LLC Vanguard Small Cap Value ETF Transaction History
Watershed Private Wealth LLC
- $251 Billion
- Q3 2024
A detailed history of Watershed Private Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 1,178 shares of VBR stock, worth $249,147. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,178
Previous 1,442
18.31%
Holding current value
$249,147
Previous $263 Million
10.14%
% of portfolio
0.09%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,513Shares Held
90.1MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$820 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$807 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$497 Million0.5% of portfolio