Advisory Services & Investments, LLC Vanguard Small Cap Value ETF Transaction History
Advisory Services & Investments, LLC
- $131 Million
- Q3 2024
A detailed history of Advisory Services & Investments, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Advisory Services & Investments, LLC holds 1,190 shares of VBR stock, worth $237,583. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,190
Previous 1,190
-0.0%
Holding current value
$237,583
Previous $217,000
9.68%
% of portfolio
0.18%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.68 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$762 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$750 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$738 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$476 Million0.49% of portfolio