Aviso Wealth Management Vanguard Small Cap Value ETF Transaction History
Aviso Wealth Management
- $184 Billion
- Q3 2024
A detailed history of Aviso Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aviso Wealth Management holds 2,712 shares of VBR stock, worth $570,550. This represents 0.3% of its overall portfolio holdings.
Number of Shares
2,712
Previous 2,712
-0.0%
Holding current value
$570,550
Previous $495 Million
10.0%
% of portfolio
0.3%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,524Shares Held
89.9MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$816 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$807 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$803 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.38MShares$501 Million0.49% of portfolio