Fusion Family Wealth LLC Vanguard Small Cap ETF Transaction History
Fusion Family Wealth LLC
- $982 Million
- Q2 2024
A detailed history of Fusion Family Wealth LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Fusion Family Wealth LLC holds 357,408 shares of VB stock, worth $80.7 Million. This represents 7.93% of its overall portfolio holdings.
Number of Shares
357,408
Previous 352,821
1.3%
Holding current value
$80.7 Million
Previous $80.7 Million
3.38%
% of portfolio
7.93%
Previous 8.36%
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