Key Client Fiduciary Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Key Client Fiduciary Advisors, LLC
- $203 Million
- Q4 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 2,136 shares of VBR stock, worth $402,037. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,136
Previous 2,089
2.25%
Holding current value
$402,037
Previous $419,000
0.95%
% of portfolio
0.21%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding VBR
# of Institutions
1,708Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.47 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$753 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$726 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$668 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$452 Million0.45% of portfolio