Aletheian Wealth Advisors LLC Vanguard Small Cap ETF Transaction History
Aletheian Wealth Advisors LLC
- $206 Million
- Q3 2025
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 $249,810. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$249,810
Previous $236,000
7.63%
% of portfolio
0.12%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio