Atlantic Private Wealth, LLC Vanguard Small Cap Value ETF Transaction History
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 672 shares of VBR stock, worth $129,306. This represents 0.1% of its overall portfolio holdings.
Number of Shares
672
Previous 672
-0.0%
Holding current value
$129,306
Previous $128,000
4.69%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,460Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.23 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$746 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$738 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$708 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$453 Million0.5% of portfolio