Diversify Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 37,731 shares of VB stock, worth $9.46 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
37,731
Previous 31,860
18.43%
Holding current value
$9.46 Million
Previous $6.84 Billion
30.53%
% of portfolio
0.86%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,070Shares Held
147MCall Options Held
62.7KPut Options Held
89.1K-
Bank Of America Corp Charlotte, NC23.7MShares$5.94 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.8 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.77 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.1 Billion0.24% of portfolio