Dopkins Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Dopkins Wealth Management, LLC
- $158 Million
- Q2 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,994 shares of VBR stock, worth $600,087. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,994
Previous 2,956
1.29%
Holding current value
$600,087
Previous $567,000
3.7%
% of portfolio
0.35%
Previous 0.36%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio