Marcum Wealth, LLC Vanguard Small Cap ETF Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 189,665 shares of VB stock, worth $42.8 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
189,665
Previous 217,240
12.69%
Holding current value
$42.8 Million
Previous $49.7 Million
16.72%
% of portfolio
4.18%
Previous 5.08%
Shares
19 transactions
Others Institutions Holding VB
# of Institutions
2,025Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.35 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.62 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.59 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.13 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$992 Million0.24% of portfolio