Vestia Personal Wealth Advisors Vanguard Small Cap Value ETF Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,416 shares of VBR stock, worth $299,710. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,416
Previous 1,417
0.07%
Holding current value
$299,710
Previous $259 Million
9.92%
% of portfolio
0.27%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,516Shares Held
89.9MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$821 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$808 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$498 Million0.5% of portfolio