American Financial & Tax Strategies Inc Vanguard Small Cap Value ETF Transaction History
American Financial & Tax Strategies Inc
- $192 Million
- Q3 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 15,782 shares of VBR stock, worth $3.14 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
15,782
Previous 16,255
2.91%
Holding current value
$3.14 Million
Previous $2.97 Million
6.81%
% of portfolio
1.65%
Previous 1.6%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,504Shares Held
90.1MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.34 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$771 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$762 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$759 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$468 Million0.5% of portfolio