Baystate Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 10,211 shares of VBR stock, worth $2.12 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,211
Previous 10,431
2.11%
Holding current value
$2.12 Million
Previous $1.66 Million
10.46%
% of portfolio
0.13%
Previous 0.14%
Shares
26 transactions
Others Institutions Holding VBR
# of Institutions
1,541Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.83 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$793 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$780 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$768 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$495 Million0.49% of portfolio