Goal Fusion Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Goal Fusion Wealth Management, LLC
- $183 Million
- Q4 2024
A detailed history of Goal Fusion Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 51,611 shares of VB stock, worth $12.8 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
51,611
Previous 51,263
0.68%
Holding current value
$12.8 Million
Previous $12.2 Million
1.98%
% of portfolio
6.76%
Previous 6.74%
Shares
13 transactions
Others Institutions Holding VB
# of Institutions
2,297Shares Held
161MCall Options Held
76.8KPut Options Held
29K-
Bank Of America Corp Charlotte, NC24.8MShares$6.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.87 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.41 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.3 Billion0.42% of portfolio