Carlsbad Wealth Advisory Group, Inc. Vanguard Small Cap ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 3,278 shares of VB stock, worth $795,734. This represents 0.42% of its overall portfolio holdings.
Number of Shares
3,278Holding current value
$795,734% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio