Cassaday & CO Wealth Management LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 1,079 shares of VBR stock, worth $227,000. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,079Holding current value
$227,000% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,525Shares Held
90MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$816 Million0.06% of portfolio
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Assetmark, Inc3.82MShares$803 Million2.2% of portfolio
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Betterment LLC New York, NY3.7MShares$778 Million1.78% of portfolio
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Jones Financial Companies Lllp2.38MShares$501 Million0.49% of portfolio