Aletheian Wealth Advisors LLC Vanguard Small Cap ETF Transaction History
Aletheian Wealth Advisors LLC
- $163 Million
- Q3 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 1,021 shares of VB stock, worth $249,042. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,021
Previous 1,112
8.18%
Holding current value
$249,042
Previous $242,000
-0.0%
% of portfolio
0.15%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding VB
# of Institutions
2,109Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio