American Financial & Tax Strategies Inc Vanguard S&P Small Cap 600 Val Transaction History
American Financial & Tax Strategies Inc
- $192 Million
- Q3 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 22,494 shares of VIOV stock, worth $2.24 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
22,494
Previous 22,681
0.82%
Holding current value
$2.24 Million
Previous $1.9 Million
9.59%
% of portfolio
1.08%
Previous 1.02%
Shares
3 transactions
Others Institutions Holding VIOV
# of Institutions
183Shares Held
6.3MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC433KShares$43.1 Million3.96% of portfolio
-
Ubs Group Ag343KShares$34.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY303KShares$30.1 Million0.0% of portfolio
-
One Day In July LLC214KShares$21.3 Million2.17% of portfolio
-
Envestnet Asset Management Inc194KShares$19.3 Million0.01% of portfolio