Diversify Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 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 $349,318. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,149
Previous 3,149
-0.0%
Holding current value
$349,318
Previous $293 Million
13.74%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VIOO
# of Institutions
382Shares Held
13.4MCall Options Held
3.4KPut Options Held
600-
Orgel Wealth Management, LLC1.01MShares$112 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC845KShares$93.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY770KShares$85.4 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS615KShares$68.3 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL418KShares$46.4 Million0.02% of portfolio