Geometric Wealth Advisors Vanguard Small Cap ETF Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
A detailed history of Geometric Wealth Advisors transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 3,518 shares of VB stock, worth $847,626. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,518
Previous 3,726
5.58%
Holding current value
$847,626
Previous $812,000
2.71%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.05 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.77 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.74 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.25 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.24 Billion0.28% of portfolio