National Wealth Management Group, LLC Vanguard Small Cap ETF Transaction History
National Wealth Management Group, LLC
- $178 Billion
- Q2 2025
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,130 shares of VB stock, worth $292,986. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,130
Previous 1,064
6.2%
Holding current value
$292,986
Previous $236 Million
13.5%
% of portfolio
0.15%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,412Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio