Kaizen Financial Strategies Vanguard Small Cap ETF Transaction History
Kaizen Financial Strategies
- $167 Million
- Q3 2024
A detailed history of Kaizen Financial Strategies transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 1,949 shares of VB stock, worth $484,326. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,949
Previous 1,949
-0.0%
Holding current value
$484,326
Previous $424,000
8.96%
% of portfolio
0.28%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.24 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.82 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.79 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.29 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.27 Billion0.28% of portfolio