David Wealth Management LLC Vanguard Small Cap ETF Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, David Wealth Management LLC holds 1,486 shares of VB stock, worth $371,217. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,486
Previous 1,486
-0.0%
Holding current value
$371,217
Previous $330 Million
6.87%
% of portfolio
0.26%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio