Forvis Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 151,426 shares of VB stock, worth $34.2 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
151,426
Previous 158,345
4.37%
Holding current value
$34.2 Million
Previous $36.2 Million
8.79%
% of portfolio
0.83%
Previous 0.93%
Shares
29 transactions
Others Institutions Holding VB
# of Institutions
2,025Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.35 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.62 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.59 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.13 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$992 Million0.24% of portfolio