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 $290,747. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,149
Previous 3,148
0.03%
Holding current value
$290,747
Previous $327 Million
10.42%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VIOO
# of Institutions
363Shares Held
13.8MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.19MShares$110 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$66.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$55.3 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$43.3 Million0.02% of portfolio