Laurel Wealth Planning LLC Vanguard Small Cap ETF Transaction History
Laurel Wealth Planning LLC
- $151 Million
- Q1 2024
A detailed history of Laurel Wealth Planning LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 6,378 shares of VB stock, worth $1.38 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
6,378
Previous 6,568
2.89%
Holding current value
$1.38 Million
Previous $1.4 Million
4.07%
% of portfolio
0.97%
Previous 0.99%
Shares
14 transactions
Others Institutions Holding VB
# of Institutions
1,971Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.21 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.47 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.01 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$949 Million0.24% of portfolio