Aj Wealth Strategies, LLC Vanguard Small Cap Value ETF Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 1,836 shares of VBR stock, worth $380,198. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,836
Previous 1,835
0.05%
Holding current value
$380,198
Previous $291,000
4.12%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,541Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.82 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$791 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$778 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$766 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$493 Million0.49% of portfolio