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 $3.26 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,213
Previous 1,127
1249.87%
Holding current value
$3.26 Million
Previous $206 Million
1376.23%
% of portfolio
0.29%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,540Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.95 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$817 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$804 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$791 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$510 Million0.49% of portfolio