Adams Wealth Management Vanguard Small Cap ETF Transaction History
Adams Wealth Management
- $383 Million
- Q1 2024
A detailed history of Adams Wealth Management transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Adams Wealth Management holds 3,973 shares of VB stock, worth $862,697. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,973
Previous 13,458
70.48%
Holding current value
$862,697
Previous $2.87 Million
68.36%
% of portfolio
0.24%
Previous 0.89%
Shares
6 transactions
Others Institutions Holding VB
# of Institutions
1,970Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.23 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.48 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.02 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$952 Million0.24% of portfolio