Fsm Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Fsm Wealth Advisors, LLC
- $443 Million
- Q1 2025
A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 2,764 shares of VBR stock, worth $497,464. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,764
Previous 1,042
165.26%
Holding current value
$497,464
Previous $206,000
149.51%
% of portfolio
0.12%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding VBR
# of Institutions
1,696Shares Held
95.1MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.32 Billion0.31% of portfolio
-
Assetmark, Inc4.17MShares$751 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.86MShares$694 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$638 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$432 Million0.45% of portfolio