David Wealth Management LLC Vanguard Small Cap ETF Transaction History
David Wealth Management LLC
- $120 Billion
- Q1 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 $321,198. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,486
Previous 1,482
0.27%
Holding current value
$321,198
Previous $356 Million
7.46%
% of portfolio
0.28%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,348Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.36 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.63 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.59 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.23 Billion0.32% of portfolio
-
Envestnet Asset Management Inc4.96MShares$1.07 Billion0.37% of portfolio