Kdk Private Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Kdk Private Wealth Management, LLC
- $87.8 Billion
- Q1 2025
A detailed history of Kdk Private Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Kdk Private Wealth Management, LLC holds 1,638 shares of VBR stock, worth $325,077. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,638
Previous 1,638
-0.0%
Holding current value
$325,077
Previous $325 Million
6.0%
% of portfolio
0.35%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,733Shares Held
93MCall Options Held
44.4KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.37 Billion0.26% of portfolio
-
Assetmark, Inc4.36MShares$865 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.93MShares$780 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$665 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$357 Million0.08% of portfolio