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 $640,251. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,450
Previous 3,526
2.16%
Holding current value
$640,251
Previous $707,000
3.39%
% of portfolio
0.2%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,710Shares Held
95.9MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.42 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$742 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$716 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$658 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$446 Million0.45% of portfolio