Coastwise Capital Group, LLC Vanguard Small Cap Value ETF Transaction History
Coastwise Capital Group, LLC
- $106 Million
- Q1 2024
A detailed history of Coastwise Capital Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 1,332 shares of VBR stock, worth $258,261. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,332
Previous 1,225
8.73%
Holding current value
$258,261
Previous $220,000
15.91%
% of portfolio
0.24%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,442Shares Held
89.2MCall Options Held
62.7KPut Options Held
14.7K-
Bank Of America Corp Charlotte, NC15.8MShares$3.06 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$826 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$807 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$685 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$589 Million0.79% of portfolio