Legacy Wealth Planning, LLC Vanguard Small Cap Value ETF Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 11,020 shares of VBR stock, worth $2.26 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
11,020
Previous 1,176
837.07%
Holding current value
$2.26 Million
Previous $1.67 Million
5.62%
% of portfolio
2.61%
Previous 2.4%
Shares
13 transactions
Others Institutions Holding VBR
# of Institutions
1,610Shares Held
94.5MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.78 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$820 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.76MShares$771 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$758 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.4MShares$492 Million0.45% of portfolio