Defined Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Defined Wealth Management, LLC
- $165 Million
- Q3 2025
A detailed history of Defined Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Defined Wealth Management, LLC holds 5,437 shares of VB stock, worth $1.41 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
5,437
Previous 5,454
0.31%
Holding current value
$1.41 Million
Previous $1.29 Million
6.97%
% of portfolio
0.84%
Previous 0.83%
Shares
20 transactions
Others Institutions Holding VB
# of Institutions
2,412Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio