Horizon Family Wealth, Inc. Vanguard Small Cap ETF Transaction History
Horizon Family Wealth, Inc.
- $143 Million
- Q4 2024
A detailed history of Horizon Family Wealth, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 16,462 shares of VB stock, worth $3.91 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
16,462
Previous 9,139
80.13%
Holding current value
$3.91 Million
Previous $2.17 Million
82.51%
% of portfolio
2.77%
Previous 1.64%
Shares
13 transactions
Others Institutions Holding VB
# of Institutions
2,325Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio