Marshall & Sterling Wealth Advisors Inc. Vanguard Small Cap Value ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 94 shares of VBR stock, worth $19,455. This represents 0.01% of its overall portfolio holdings.
Number of Shares
94
Previous 94
-0.0%
Holding current value
$19,455
Previous $17.4 Million
4.68%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,778Shares Held
91.2MCall Options Held
57.9KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.15 Billion0.22% of portfolio
-
Assetmark, Inc4.27MShares$883 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.87MShares$800 Million0.05% of portfolio
-
Betterment LLC New York, NY3.2MShares$662 Million1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA1.81MShares$375 Million0.08% of portfolio