Strategies Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Strategies Wealth Advisors, LLC
- $650 Billion
- Q1 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 160,802 shares of VBR stock, worth $29.2 Million. This represents 4.75% of its overall portfolio holdings.
Number of Shares
160,802
Previous 149,310
7.7%
Holding current value
$29.2 Million
Previous $26.9 Billion
14.82%
% of portfolio
4.75%
Previous 4.59%
Shares
9 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio