9258 Wealth Management, LLC Vanguard S&P Small Cap 600 Gro Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,758 shares of VIOG stock, worth $293,258. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,758
Previous 2,682
2.83%
Holding current value
$293,258
Previous $295,000
11.86%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VIOG
# of Institutions
172Shares Held
3.33MCall Options Held
2.3KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN394KShares$41.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY240KShares$25.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC208KShares$22.2 Million0.01% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO181KShares$19.2 Million0.3% of portfolio
-
Octavia Wealth Advisors, LLC142KShares$15.1 Million2.0% of portfolio