Core Wealth Advisors, Inc. Vanguard Small Cap ETF Transaction History
Core Wealth Advisors, Inc.
- $301 Million
- Q4 2024
A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 25,600 shares of VB stock, worth $6.1 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
25,600Holding current value
$6.1 Million% of portfolio
2.04%Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,319Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.91 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.75 Billion1.68% of portfolio
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Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
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Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio