Gratus Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Gratus Wealth Advisors, LLC
- $612 Billion
- Q3 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 98,775 shares of VB stock, worth $25.5 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
98,775
Previous 96,752
2.09%
Holding current value
$25.5 Million
Previous $22 Billion
5.47%
% of portfolio
3.79%
Previous 3.79%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio