Bkm Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Bkm Wealth Management, LLC
- $246 Billion
- Q3 2024
A detailed history of Bkm Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 4,446 shares of VBR stock, worth $940,329. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,446
Previous 4,138
7.44%
Holding current value
$940,329
Previous $755 Million
18.21%
% of portfolio
0.36%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,514Shares Held
89.8MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$820 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$807 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$497 Million0.5% of portfolio