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 $1.98 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
11,020
Previous 1,176
837.07%
Holding current value
$1.98 Million
Previous $1.67 Million
5.62%
% of portfolio
2.61%
Previous 2.4%
Shares
13 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$636 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio