Independent Solutions Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Independent Solutions Wealth Management, LLC
- $512 Billion
- Q2 2025
A detailed history of Independent Solutions Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 2,413 shares of VB stock, worth $625,642. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,413
Previous 2,557
5.63%
Holding current value
$625,642
Previous $575 Million
0.53%
% of portfolio
0.11%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio