Northwest Financial Advisors Vanguard Small Cap ETF Transaction History
Northwest Financial Advisors
- $126 Billion
- Q3 2024
A detailed history of Northwest Financial Advisors transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 704 shares of VB stock, worth $170,896. This represents 0.13% of its overall portfolio holdings.
Number of Shares
704
Previous 3,940
82.13%
Holding current value
$170,896
Previous $859 Million
80.56%
% of portfolio
0.13%
Previous 0.59%
Shares
4 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