Diversify Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,148 shares of VIOO stock, worth $302,208. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,148Holding current value
$302,208% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding VIOO
# of Institutions
362Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$156 Million4.68% of portfolio
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Bank Of America Corp Charlotte, NC1.17MShares$112 Million0.01% of portfolio
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Morgan Stanley New York, NY722KShares$69.3 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS599KShares$57.5 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC469KShares$45 Million0.02% of portfolio