Whitaker Myers Wealth Managers, Ltd. Vanguard Small Cap Value ETF Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $237 Billion
- Q1 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 62,825 shares of VBR stock, worth $11.3 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
62,825
Previous 53,739
16.91%
Holding current value
$11.3 Million
Previous $9.67 Billion
24.64%
% of portfolio
5.09%
Previous 4.82%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,449Shares Held
89MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$768 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$751 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$637 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio