Trademark Financial Management, LLC Vanguard Small Cap ETF Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 1,970 shares of VB stock, worth $507,728. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,970
Previous 2,800
29.64%
Holding current value
$507,728
Previous $611 Million
23.48%
% of portfolio
0.37%
Previous 0.5%
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$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio