Accretive Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,761 shares of VBR stock, worth $771,268. This represents 0.33% of its overall portfolio holdings.
Number of Shares
3,761
Previous 3,768
0.19%
Holding current value
$771,268
Previous $756,000
1.46%
% of portfolio
0.33%
Previous 0.33%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,585Shares Held
93.6MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.78 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$783 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$770 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$758 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$489 Million0.49% of portfolio