Diversify Wealth Management, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 15,213 shares of VBR stock, worth $3.22 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,213
Previous 1,127
1249.87%
Holding current value
$3.22 Million
Previous $206 Million
1376.23%
% of portfolio
0.29%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,516Shares Held
89.9MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$821 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$808 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$498 Million0.5% of portfolio