Meritas Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Meritas Wealth Management, LLC
- $142 Billion
- Q2 2024
A detailed history of Meritas Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 5,514 shares of VBR stock, worth $1.05 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
5,514
Previous 5,531
0.31%
Holding current value
$1.05 Million
Previous $1.06 Billion
5.17%
% of portfolio
0.71%
Previous 0.74%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares 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