Accurate Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Accurate Wealth Management, LLC
- $426 Million
- Q2 2024
A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,871 shares of VBR stock, worth $357,997. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,871
Previous 1,931
3.11%
Holding current value
$357,997
Previous $370,000
7.84%
% of portfolio
0.08%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,443Shares Held
89.2MCall Options Held
62.7KPut Options Held
14.7K-
Bank Of America Corp Charlotte, NC15.8MShares$3.02 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$815 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$797 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$676 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$581 Million0.79% of portfolio