Adapt Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Adapt Wealth Advisors, LLC
- $205 Billion
- Q1 2025
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 2,323 shares of VB stock, worth $502,116. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,323
Previous 2,625
11.5%
Holding current value
$502,116
Previous $631 Million
18.32%
% of portfolio
0.25%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,347Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.36 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.63 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.59 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.23 Billion0.32% of portfolio
-
Envestnet Asset Management Inc4.96MShares$1.07 Billion0.37% of portfolio