Fingerlakes Wealth Management, Inc. Vanguard Small Cap ETF Transaction History
Fingerlakes Wealth Management, Inc.
- $120 Million
- Q3 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 2,745 shares of VB stock, worth $707,468. This represents 0.54% of its overall portfolio holdings.
Number of Shares
2,745
Previous 2,826
2.87%
Holding current value
$707,468
Previous $616,000
5.68%
% of portfolio
0.54%
Previous 0.56%
Shares
12 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio