Madison Wealth Partners, Inc Vanguard Small Cap Value ETF Transaction History
Madison Wealth Partners, Inc
- $345 Million
- Q4 2024
A detailed history of Madison Wealth Partners, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 3,450 shares of VBR stock, worth $682,375. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,450
Previous 3,526
2.16%
Holding current value
$682,375
Previous $707,000
3.39%
% of portfolio
0.2%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,701Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.65 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$791 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$763 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$702 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$475 Million0.45% of portfolio