Forefront Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 2,726 shares of VBR stock, worth $533,669. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,726
Previous 2,906
6.19%
Holding current value
$533,669
Previous $576 Million
11.79%
% of portfolio
0.35%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,705Shares Held
92.9MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.33 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$817 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$770 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$656 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$352 Million0.08% of portfolio