Alta Wealth Advisors LLC Vanguard Small Cap ETF Transaction History
Alta Wealth Advisors LLC
- $216 Million
- Q1 2025
A detailed history of Alta Wealth Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 1,680 shares of VB stock, worth $363,132. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,680
Previous 1,678
0.12%
Holding current value
$363,132
Previous $403,000
7.69%
% of portfolio
0.17%
Previous 0.18%
Shares
18 transactions
Others Institutions Holding VB
# of Institutions
2,348Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.36 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.63 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.59 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.23 Billion0.32% of portfolio
-
Envestnet Asset Management Inc4.96MShares$1.07 Billion0.37% of portfolio