Liberty Wealth Management LLC Vanguard Small Cap ETF Transaction History
Liberty Wealth Management LLC
- $610 Million
- Q2 2025
A detailed history of Liberty Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 5,174 shares of VB stock, worth $1.34 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,174
Previous 9,221
43.89%
Holding current value
$1.34 Million
Previous $2.04 Million
40.02%
% of portfolio
0.2%
Previous 0.41%
Shares
26 transactions
Others Institutions Holding VB
# of Institutions
2,412Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio