Bridgewealth Advisory Group, LLC Vanguard Small Cap ETF Transaction History
Bridgewealth Advisory Group, LLC
- $275 Billion
- Q3 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 20,440 shares of VB stock, worth $5.27 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
20,440
Previous 18,733
9.11%
Holding current value
$5.27 Million
Previous $4.08 Billion
18.71%
% of portfolio
1.76%
Previous 1.81%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio