Luminvest Wealth Management LLC Vanguard Small Cap ETF Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 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 4,083 shares of VB stock, worth $1.05 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
4,083
Previous 4,083
-0.0%
Holding current value
$1.05 Million
Previous $918 Million
7.03%
% of portfolio
0.41%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio