Investmark Advisory Group LLC Vanguard Small Cap Value ETF Transaction History
Investmark Advisory Group LLC
- $200 Million
- Q4 2024
A detailed history of Investmark Advisory Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 2,539 shares of VBR stock, worth $487,361. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,539
Previous 2,525
0.55%
Holding current value
$487,361
Previous $506,000
0.59%
% of portfolio
0.25%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,705Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.54 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$767 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$740 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$681 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$461 Million0.45% of portfolio