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
1,513Shares Held
90.1MCall 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$820 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$807 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$497 Million0.5% of portfolio