Geometric Wealth Advisors Vanguard Small Cap ETF Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 2025
A detailed history of Geometric Wealth Advisors transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 3,837 shares of VB stock, worth $994,857. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,837
Previous 3,812
0.66%
Holding current value
$994,857
Previous $845,000
7.57%
% of portfolio
0.15%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio