Diversify Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 43,109 shares of VB stock, worth $11.1 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
43,109
Previous 42,127
2.33%
Holding current value
$11.1 Million
Previous $9.13 Billion
15.73%
% of portfolio
0.65%
Previous 0.68%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,405Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.25 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.8 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.51 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.33 Billion0.38% of portfolio