Shared Vision Wealth Group LLC Vanguard Small Cap Value ETF Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,244 shares of VBR stock, worth $268,480. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,244
Previous 1,244
-0.0%
Holding current value
$268,480
Previous $227 Million
10.0%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,541Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.98 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$824 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$811 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$798 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$514 Million0.49% of portfolio