Balasa Dinverno & Foltz LLC Vanguard Small Cap Value ETF Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 4,275 shares of VBR stock, worth $853,503. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,275
Previous 4,267
0.19%
Holding current value
$853,503
Previous $639,000
4.07%
% of portfolio
0.04%
Previous 0.04%
Shares
21 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.68 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$762 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$750 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$738 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$476 Million0.49% of portfolio