Kdk Private Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Kdk Private Wealth Management, LLC
- $93.6 Billion
- Q2 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 1,622 shares of VBR stock, worth $342,485. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,622
Previous 1,638
0.98%
Holding current value
$342,485
Previous $305 Million
3.66%
% of portfolio
0.34%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,755Shares Held
91.1MCall Options Held
58.1KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.22 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$921 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.87MShares$816 Million0.05% of portfolio
-
Betterment LLC New York, NY3.2MShares$676 Million1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA1.81MShares$382 Million0.08% of portfolio