Capital Advisors Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Capital Advisors Wealth Management, LLC
- $504 Million
- Q2 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,185 shares of VB stock, worth $280,406. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,185
Previous 1,160
2.16%
Holding current value
$280,406
Previous $265,000
2.64%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,029Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio