Circle Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Circle Wealth Management, LLC
- $4.34 Billion
- Q2 2024
A detailed history of Circle Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Circle Wealth Management, LLC holds 40,671 shares of VB stock, worth $9.62 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
40,671
Previous 40,671
-0.0%
Holding current value
$9.62 Million
Previous $9.3 Million
4.61%
% of portfolio
0.2%
Previous 0.23%
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