Sequent Planning LLC Vanguard Small Cap ETF Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sequent Planning LLC holds 1,558 shares of VB stock, worth $378,204. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,558
Previous 1,237
25.95%
Holding current value
$378,204
Previous $268 Million
38.12%
% of portfolio
0.13%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio