Centricity Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 1,278 shares of VB stock, worth $331,359. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,278
Previous 1,278
-0.0%
Holding current value
$331,359
Previous $283 Million
6.87%
% of portfolio
0.24%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,412Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio