Atlantic Private Wealth, LLC Vanguard Small Cap ETF Transaction History
Atlantic Private Wealth, LLC
- $140 Million
- Q2 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 334 shares of VB stock, worth $86,165. This represents 0.06% of its overall portfolio holdings.
Number of Shares
334
Previous 560
40.36%
Holding current value
$86,165
Previous $124,000
36.29%
% of portfolio
0.06%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,403Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.26 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.8 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.51 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio