Forza Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Forza Wealth Management, LLC
- $218 Billion
- Q3 2024
A detailed history of Forza Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 15,964 shares of VBR stock, worth $3.19 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
15,964
Previous 15,965
0.01%
Holding current value
$3.19 Million
Previous $2.91 Billion
10.0%
% of portfolio
1.47%
Previous 1.5%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.68 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$762 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$750 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$738 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$476 Million0.49% of portfolio