Canvas Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Canvas Wealth Advisors, LLC
- $355 Million
- Q3 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 1,149 shares of VB stock, worth $276,840. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,149
Previous 1,041
10.37%
Holding current value
$276,840
Previous $226,000
20.35%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,109Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.05 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.77 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.74 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.25 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.24 Billion0.28% of portfolio