Gradient Capital Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 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 12,231 shares of VBR stock, worth $2.27 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
12,231
Previous 10,983
11.36%
Holding current value
$2.27 Million
Previous $2.21 Million
9.89%
% of portfolio
0.8%
Previous 0.74%
Shares
29 transactions
Others Institutions Holding VBR
# of Institutions
1,710Shares Held
95.8MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.42 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$742 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$716 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$658 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$446 Million0.45% of portfolio