Gradient Capital Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Gradient Capital Advisors, LLC
- $278 Million
- Q2 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 8,353 shares of VBR stock, worth $1.66 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
8,353
Previous 8,646
3.39%
Holding current value
$1.66 Million
Previous $1.66 Million
8.08%
% of portfolio
0.55%
Previous 0.61%
Shares
27 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.34 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$772 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$763 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$732 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$468 Million0.5% of portfolio