Avion Wealth Vanguard Small Cap Value ETF Transaction History
Avion Wealth
- $362 Million
- Q2 2024
A detailed history of Avion Wealth transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Avion Wealth holds 90,928 shares of VBR stock, worth $18.2 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
90,928
Previous 92,902
2.12%
Holding current value
$18.2 Million
Previous $17.8 Million
6.91%
% of portfolio
4.58%
Previous 4.78%
Shares
17 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio