Mark Sheptoff Financial Planning, LLC Vanguard Small Cap ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 420 shares of VB stock, worth $104,139. This represents 0.05% of its overall portfolio holdings.
Number of Shares
420
Previous 420
-0.0%
Holding current value
$104,139
Previous $99,000
1.01%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,297Shares Held
161MCall Options Held
76.8KPut Options Held
29K-
Bank Of America Corp Charlotte, NC24.8MShares$6.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.87 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.41 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.3 Billion0.42% of portfolio