Discipline Wealth Solutions, LLC Vanguard Small Cap ETF Transaction History
Discipline Wealth Solutions, LLC
- $109 Million
- Q1 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 1,546 shares of VB stock, worth $335,698. This represents 0.33% of its overall portfolio holdings.
Number of Shares
1,546
Previous 2,663
41.95%
Holding current value
$335,698
Previous $568,000
37.85%
% of portfolio
0.33%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
1,970Shares 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