Adapt Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Adapt Wealth Advisors, LLC
- $160 Billion
- Q2 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 4,680 shares of VB stock, worth $1.11 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
4,680
Previous 5,081
7.89%
Holding current value
$1.11 Million
Previous $1.16 Billion
12.14%
% of portfolio
0.64%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,071Shares Held
147MCall Options Held
62.7KPut Options Held
89.1K-
Bank Of America Corp Charlotte, NC23.7MShares$5.6 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.66 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio