Financial Perspectives, Inc Vanguard Small Cap Value ETF Transaction History
Financial Perspectives, Inc
- $292 Billion
- Q1 2025
A detailed history of Financial Perspectives, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 9 shares of VBR stock, worth $1,709. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9
Previous 9
-0.0%
Holding current value
$1,709
Previous $1.78 Million
6.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,704Shares Held
92.9MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.23 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$793 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$747 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$637 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$342 Million0.08% of portfolio