Monument Group Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Monument Group Wealth Advisors, LLC
- $149 Billion
- Q2 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 6,252 shares of VBR stock, worth $1.2 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
6,252
Previous 6,983
10.47%
Holding current value
$1.2 Million
Previous $1.34 Billion
14.84%
% of portfolio
0.77%
Previous 0.99%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,460Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.23 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$746 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$738 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$708 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$453 Million0.5% of portfolio