Adams Wealth Management Vanguard Small Cap ETF Transaction History
Adams Wealth Management
- $474 Million
- Q2 2025
A detailed history of Adams Wealth Management transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Adams Wealth Management holds 2,345 shares of VB stock, worth $604,681. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,345
Previous 5,170
54.64%
Holding current value
$604,681
Previous $1.15 Million
51.57%
% of portfolio
0.12%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,405Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.25 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.8 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.51 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.33 Billion0.38% of portfolio