Future You Wealth LLC Vanguard Small Cap Value ETF Transaction History
Future You Wealth LLC
- $156 Billion
- Q1 2025
A detailed history of Future You Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Future You Wealth LLC holds 17,070 shares of VBR stock, worth $3.07 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
17,070
Previous 19,030
10.3%
Holding current value
$3.07 Million
Previous $3.77 Billion
15.68%
% of portfolio
2.04%
Previous 2.67%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,707Shares Held
95MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.32 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$720 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$694 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$638 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$432 Million0.45% of portfolio