Long View Wealth Management Vanguard Small Cap Value ETF Transaction History
Long View Wealth Management
- $333 Billion
- Q1 2025
A detailed history of Long View Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Long View Wealth Management holds 4,878 shares of VBR stock, worth $921,844. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,878
Previous 5,649
13.65%
Holding current value
$921,844
Previous $1.12 Billion
18.83%
% of portfolio
0.27%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,705Shares Held
92.9MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.21 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$789 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$743 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$634 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$340 Million0.08% of portfolio