Adapt Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Adapt Wealth Advisors, LLC
- $203 Billion
- Q4 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 2,625 shares of VB stock, worth $571,961. This represents 0.31% of its overall portfolio holdings.
Number of Shares
2,625
Previous 3,205
18.1%
Holding current value
$571,961
Previous $760 Million
17.06%
% of portfolio
0.31%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,334Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.41 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.64 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.6 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.24 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.15 Billion0.42% of portfolio