Bridge Generations Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Bridge Generations Wealth Management LLC
- $159 Billion
- Q1 2025
A detailed history of Bridge Generations Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 13,040 shares of VBR stock, worth $2.35 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
13,040
Previous 14,060
7.25%
Holding current value
$2.35 Million
Previous $2.79 Billion
12.82%
% of portfolio
1.53%
Previous 1.84%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,703Shares Held
95MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.32 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$720 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$694 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$638 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$432 Million0.45% of portfolio