Big Sur Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Big Sur Wealth Management LLC
- $341 Million
- Q4 2024
A detailed history of Big Sur Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 7,466 shares of VBR stock, worth $1.53 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
7,466
Previous 7,466
-0.0%
Holding current value
$1.53 Million
Previous $1.5 Million
1.33%
% of portfolio
0.43%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding VBR
# of Institutions
1,584Shares Held
92.8MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.78 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$783 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$770 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$758 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$489 Million0.49% of portfolio