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 $333,718. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,758
Previous 2,682
2.83%
Holding current value
$333,718
Previous $295,000
11.86%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VIOG
# of Institutions
162Shares Held
3.12MCall Options Held
2.3KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN306KShares$37 Million0.01% of portfolio
-
Morgan Stanley New York, NY225KShares$27.2 Million0.0% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO180KShares$21.8 Million0.23% of portfolio
-
Octavia Wealth Advisors, LLC142KShares$17.1 Million2.0% of portfolio
-
Mariner, LLC Overland Park, KS134KShares$16.2 Million0.03% of portfolio