Aletheian Wealth Advisors LLC Vanguard Small Cap ETF Transaction History
Aletheian Wealth Advisors LLC
- $183 Million
- Q2 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 1,112 shares of VB stock, worth $263,621. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,112
Previous 1,112
-0.0%
Holding current value
$263,621
Previous $254,000
4.72%
% of portfolio
0.13%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,029Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.62 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 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