Shared Vision Wealth Group LLC Vanguard Small Cap ETF Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,141 shares of VB stock, worth $269,994. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,141
Previous 1,141
-0.0%
Holding current value
$269,994
Previous $261 Million
4.62%
% of portfolio
0.14%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,032Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio