Baldrige Asset Management LLC Vanguard Small Cap Value ETF Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Baldrige Asset Management LLC holds 64,897 shares of VBR stock, worth $13 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
64,897
Previous 64,776
0.19%
Holding current value
$13 Million
Previous $10.3 Million
0.17%
% of portfolio
4.23%
Previous 4.58%
Shares
17 transactions
Others Institutions Holding VBR
# of Institutions
1,706Shares Held
92.9MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.4 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$834 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$785 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$670 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$359 Million0.08% of portfolio