Marshall & Sterling Wealth Advisors Inc. Vanguard Small Cap Value ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 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 $17,764. This represents 0.01% of its overall portfolio holdings.
Number of Shares
94
Previous 94
-0.0%
Holding current value
$17,764
Previous $18.4 Million
5.36%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,705Shares Held
92.9MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.21 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$789 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$743 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$634 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$340 Million0.08% of portfolio