Discipline Wealth Solutions, LLC Vanguard Small Cap Value ETF Transaction History
Discipline Wealth Solutions, LLC
- $127 Million
- Q2 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,961 shares of VBR stock, worth $984,113. This represents 0.71% of its overall portfolio holdings.
Number of Shares
4,961
Previous 2,247
120.78%
Holding current value
$984,113
Previous $431,000
109.98%
% of portfolio
0.71%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.33 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$769 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$760 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$730 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$467 Million0.5% of portfolio