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 $294,807. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,638
Previous 1,638
-0.0%
Holding current value
$294,807
Previous $325 Million
6.0%
% of portfolio
0.35%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,691Shares Held
95.1MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.32 Billion0.31% of portfolio
-
Assetmark, Inc4.17MShares$751 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.86MShares$694 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$638 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$432 Million0.45% of portfolio