Shared Vision Wealth Group LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,244 shares of VBR stock, worth $248,215. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,244
Previous 1,244
-0.0%
Holding current value
$248,215
Previous $239 Million
4.88%
% of portfolio
0.13%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,466Shares Held
90.2MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio