Intercontinental Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 5,864 shares of VBR stock, worth $1.06 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,864
Previous 5,893
0.49%
Holding current value
$1.06 Million
Previous $935,000
3.64%
% of portfolio
0.23%
Previous 0.24%
Shares
19 transactions
Others Institutions Holding VBR
# of Institutions
1,449Shares Held
89MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$768 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$751 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$637 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio