Cassaday & CO Wealth Management LLC Vanguard Small Cap ETF Transaction History
Cassaday & CO Wealth Management LLC
- $3.53 Billion
- Q3 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 1,914 shares of VB stock, worth $493,295. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,914
Previous 2,278
15.98%
Holding current value
$493,295
Previous $496,000
8.47%
% of portfolio
0.01%
Previous 0.02%
Shares
6 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