Sonoma Private Wealth LLC Vanguard Small Cap Value ETF Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,879 shares of VBR stock, worth $546,290. This represents 0.85% of its overall portfolio holdings.
Number of Shares
2,879
Previous 2,854
0.88%
Holding current value
$546,290
Previous $548 Million
4.04%
% of portfolio
0.85%
Previous 0.88%
Shares
7 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$3.19 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$736 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$727 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$698 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$446 Million0.5% of portfolio