Fusion Family Wealth LLC Vanguard Small Cap ETF Transaction History
Fusion Family Wealth LLC
- $1.09 Billion
- Q4 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 393,543 shares of VB stock, worth $93.5 Million. This represents 8.66% of its overall portfolio holdings.
Number of Shares
393,543
Previous 377,752
4.18%
Holding current value
$93.5 Million
Previous $89.6 Million
5.53%
% of portfolio
8.66%
Previous 8.28%
Shares
31 transactions
Others Institutions Holding VB
# of Institutions
2,326Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio