Executive Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
A detailed history of Executive Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Executive Wealth Management, LLC holds 5,380 shares of VIOO stock, worth $521,860. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,380
Previous 5,520
2.54%
Holding current value
$521,860
Previous $597,000
4.52%
% of portfolio
0.05%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding VIOO
# of Institutions
363Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$158 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$113 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$70 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$58.1 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$45.5 Million0.02% of portfolio