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 $2.03 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,211
Previous 10,431
2.11%
Holding current value
$2.03 Million
Previous $1.66 Million
10.46%
% of portfolio
0.13%
Previous 0.14%
Shares
26 transactions
Others Institutions Holding VBR
# of Institutions
1,502Shares Held
90MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.34 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$771 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$762 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$759 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$468 Million0.5% of portfolio