Ima Wealth, Inc. Vanguard Small Cap ETF Transaction History

Ima Wealth, Inc.

$841 Million
Q1 2025

A detailed history of Ima Wealth, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Ima Wealth, Inc. holds 960 shares of VB stock, worth $207,504. This represents 0.03% of its overall portfolio holdings.

Number of Shares

960

Holding current value

$207,504

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$217.89 - $252.64 $209,174 - $242,534	960 New	960 $212,000

Others Institutions Holding VB

# of Institutions

2,358

Shares Held

163M

Call Options Held

74.8K

Put Options Held

50.8K

Bank Of America Corp Charlotte, NC

24.8M
Shares

$5.36 Billion
0.51% of portfolio
Morgan Stanley New York, NY

7.54M
Shares

$1.63 Billion
0.13% of portfolio
Jones Financial Companies Lllp

7.33M
Shares

$1.59 Billion
1.68% of portfolio
Wells Fargo & Company San Francisco, CA

5.82M
Shares

$1.26 Billion
0.3% of portfolio
Envestnet Asset Management Inc

4.96M
Shares

$1.07 Billion
0.37% of portfolio

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About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

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