Aletheian Wealth Advisors LLC Vanguard Small Cap ETF Transaction History
Aletheian Wealth Advisors LLC
- $162 Million
- Q4 2024
A detailed history of Aletheian Wealth Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 1,000 shares of VB stock, worth $225,340. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,021
2.06%
Holding current value
$225,340
Previous $242,000
0.83%
% of portfolio
0.15%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding VB
# of Institutions
2,338Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.59 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.7 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.65 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.28 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.19 Billion0.42% of portfolio