Adapt Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Adapt Wealth Advisors, LLC
- $187 Billion
- Q3 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 3,205 shares of VB stock, worth $778,013. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,205
Previous 4,680
31.52%
Holding current value
$778,013
Previous $1.02 Billion
25.49%
% of portfolio
0.41%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio