Grand Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q3 2024
A detailed history of Grand Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Grand Wealth Management, LLC holds 1,743 shares of VBR stock, worth $373,036. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,743
Previous 1,743
-0.0%
Holding current value
$373,036
Previous $318,000
9.75%
% of portfolio
0.2%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,540Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.95 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$817 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$804 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$791 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$510 Million0.49% of portfolio