Iron Horse Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Iron Horse Wealth Management, LLC
- $232 Million
- Q1 2024
A detailed history of Iron Horse Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 45,530 shares of VBR stock, worth $8.23 Million. This represents 3.76% of its overall portfolio holdings.
Number of Shares
45,530
Previous 43,787
3.98%
Holding current value
$8.23 Million
Previous $7.88 Million
10.86%
% of portfolio
3.76%
Previous 3.46%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,448Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.85 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$770 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$753 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$639 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$549 Million0.79% of portfolio