Luminvest Wealth Management LLC Vanguard Small Cap ETF Transaction History
Luminvest Wealth Management LLC
- $248 Billion
- Q4 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 4,086 shares of VB stock, worth $970,792. This represents 0.4% of its overall portfolio holdings.
Number of Shares
4,086
Previous 4,083
0.07%
Holding current value
$970,792
Previous $983 Million
0.14%
% of portfolio
0.4%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,325Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio