Trivant Custom Portfolio Group, LLC Vanguard Small Cap Value ETF Transaction History
Trivant Custom Portfolio Group, LLC
- $173 Billion
- Q3 2024
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 1,000 shares of VBR stock, worth $198,460. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,450
31.03%
Holding current value
$198,460
Previous $265 Million
24.13%
% of portfolio
0.12%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,547Shares Held
92.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.66 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$758 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$746 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$734 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$473 Million0.49% of portfolio