Claris Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Claris Advisors, LLC
- $196 Million
- Q3 2024
A detailed history of Claris Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Claris Advisors, LLC holds 1,315 shares of VBR stock, worth $262,539. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,315
Previous 1,315
-0.0%
Holding current value
$262,539
Previous $240,000
10.0%
% of portfolio
0.13%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.68 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$762 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$750 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$738 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$476 Million0.49% of portfolio