Foundation Wealth Management, Llc\Pa Vanguard Small Cap Value ETF Transaction History
Foundation Wealth Management, Llc\Pa
- $210 Billion
- Q1 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 1,312 shares of VBR stock, worth $234,900. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,312
Previous 1,312
-0.0%
Holding current value
$234,900
Previous $260 Million
6.0%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,705Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.3 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$716 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$691 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$635 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$430 Million0.45% of portfolio