Partnership Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Partnership Wealth Management, LLC
- $135 Billion
- Q2 2024
A detailed history of Partnership Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 1,475 shares of VB stock, worth $344,633. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,475
Previous 1,660
11.14%
Holding current value
$344,633
Previous $379 Million
15.25%
% of portfolio
0.24%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,028Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.54 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.68 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.64 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.17 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.03 Billion0.24% of portfolio