Luminvest Wealth Management LLC Vanguard Small Cap ETF Transaction History
Luminvest Wealth Management LLC
- $248 Billion
- Q4 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 4,086 shares of VB stock, worth $1.02 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
4,086
Previous 4,083
0.07%
Holding current value
$1.02 Million
Previous $983 Million
0.14%
% of portfolio
0.4%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,187Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio