Lake Street Financial LLC Vanguard Small Cap Value ETF Transaction History
Lake Street Financial LLC
- $751 Million
- Q2 2024
A detailed history of Lake Street Financial LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lake Street Financial LLC holds 3,711 shares of VBR stock, worth $743,795. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,711
Previous 3,711
-0.0%
Holding current value
$743,795
Previous $712,000
4.92%
% of portfolio
0.09%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio