Balanced Rock Investment Advisor Vanguard Small Cap ETF Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 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 4,075 shares of VB stock, worth $1.02 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
4,075
Previous 4,089
0.34%
Holding current value
$1.02 Million
Previous $891 Million
8.42%
% of portfolio
0.76%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,187Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio