Connecticut Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Connecticut Wealth Management, LLC
- $1.88 Billion
- Q1 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 147,720 shares of VB stock, worth $32.1 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
147,720
Previous 157,514
6.22%
Holding current value
$32.1 Million
Previous $33.6 Million
0.49%
% of portfolio
1.8%
Previous 1.93%
Shares
27 transactions
Others Institutions Holding VB
# of Institutions
1,973Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.23 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.48 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.02 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$952 Million0.24% of portfolio