Balanced Rock Investment Advisor Vanguard Small Cap ETF Transaction History
Balanced Rock Investment Advisor
- $117 Billion
- Q1 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 3,822 shares of VB stock, worth $829,870. This represents 0.75% of its overall portfolio holdings.
Number of Shares
3,822
Previous 2,901
31.75%
Holding current value
$829,870
Previous $619 Million
41.13%
% of portfolio
0.75%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
1,973Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.23 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.48 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.02 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$952 Million0.24% of portfolio