Diversify Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,149 shares of VIOO stock, worth $306,460. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,149
Previous 3,148
0.03%
Holding current value
$306,460
Previous $327 Million
10.42%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VIOO
# of Institutions
368Shares Held
13.6MCall Options Held
3.2KPut Options Held
500-
Orgel Wealth Management, LLC1.19MShares$116 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$81.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY740KShares$72 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS628KShares$61.1 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY405KShares$39.4 Million0.08% of portfolio