Appleton Partners Inc Vanguard Small Cap Value ETF Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
A detailed history of Appleton Partners Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Appleton Partners Inc holds 1,816 shares of VBR stock, worth $355,064. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,816
Previous 1,928
5.81%
Holding current value
$355,064
Previous $370,000
10.27%
% of portfolio
0.03%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding VBR
# of Institutions
1,462Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.28 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$758 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$750 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$719 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$460 Million0.5% of portfolio