Family Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Family Wealth Partners, LLC
- $193 Billion
- Q2 2024
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 29,342 shares of VB stock, worth $6.94 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
29,342
Previous 26,027
12.74%
Holding current value
$6.94 Million
Previous $5.95 Billion
7.53%
% of portfolio
3.32%
Previous 3.37%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,032Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio