Ars Wealth Advisors Group, LLC Vanguard Small Cap Value ETF Transaction History
Ars Wealth Advisors Group, LLC
- $735 Million
- Q1 2024
A detailed history of Ars Wealth Advisors Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 106,430 shares of VBR stock, worth $19.2 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
106,430
Previous 96,963
9.76%
Holding current value
$19.2 Million
Previous $17.5 Million
17.03%
% of portfolio
2.78%
Previous 2.61%
Shares
12 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$636 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio