Baystate Wealth Management LLC Vanguard S&P Small Cap 600 ETF Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 372,808 shares of VIOO stock, worth $38.7 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
372,808
Previous 361,240
3.2%
Holding current value
$38.7 Million
Previous $31.6 Million
17.12%
% of portfolio
2.72%
Previous 2.6%
Shares
6 transactions
Others Institutions Holding VIOO
# of Institutions
375Shares Held
13.8MCall Options Held
3.2KPut Options Held
500-
Orgel Wealth Management, LLC1.31MShares$136 Million3.38% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$87.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY740KShares$76.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS628KShares$65.1 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY405KShares$42 Million0.08% of portfolio