Bkm Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Bkm Wealth Management, LLC
- $208 Billion
- Q2 2024
A detailed history of Bkm Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 4,138 shares of VBR stock, worth $825,655. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,138
Previous 3,721
11.21%
Holding current value
$825,655
Previous $714 Million
5.78%
% of portfolio
0.36%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio