Forza Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Forza Wealth Management, LLC
- $192 Billion
- Q1 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 16,053 shares of VBR stock, worth $2.9 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
16,053
Previous 16,268
1.32%
Holding current value
$2.9 Million
Previous $2.93 Billion
5.21%
% of portfolio
1.6%
Previous 1.62%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,448Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.85 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$770 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$753 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$639 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$549 Million0.79% of portfolio