Beaird Harris Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 10,078 shares of VBR stock, worth $2 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,078
Previous 10,226
1.45%
Holding current value
$2 Million
Previous $1.87 Million
8.41%
% of portfolio
0.19%
Previous 0.18%
Shares
12 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$3.66 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$757 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$745 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$734 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$473 Million0.49% of portfolio