Forefront Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 2,726 shares of VBR stock, worth $490,625. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,726
Previous 2,906
6.19%
Holding current value
$490,625
Previous $576 Million
11.79%
% of portfolio
0.35%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,700Shares Held
95.4MCall Options Held
48.6KPut Options Held
10K-
Bank Of America Corp Charlotte, NC17MShares$3.06 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$751 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$708 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