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 $12.9 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
51,611
Previous 51,263
0.68%
Holding current value
$12.9 Million
Previous $12.2 Million
1.98%
% of portfolio
6.76%
Previous 6.74%
Shares
13 transactions
Others Institutions Holding VB
# of Institutions
2,170Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio