Centricity Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 1,278 shares of VB stock, worth $265,389. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,278
Previous 1,045
22.3%
Holding current value
$265,389
Previous $251 Million
12.87%
% of portfolio
0.26%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,346Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.57 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.52 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.18 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.09 Billion0.42% of portfolio