Mittelman Wealth Management Vanguard Small Cap ETF Transaction History
Mittelman Wealth Management
- $107 Billion
- Q4 2024
A detailed history of Mittelman Wealth Management transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 12,306 shares of VB stock, worth $2.73 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
12,306
Previous 16,454
25.21%
Holding current value
$2.73 Million
Previous $3.9 Billion
24.24%
% of portfolio
2.75%
Previous 2.22%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,339Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.67 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.63 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.26 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.17 Billion0.42% of portfolio