Mc Kinley Carter Wealth Services, Inc. Vanguard Small Cap Value ETF Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 17,449 shares of VBR stock, worth $3.14 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
17,449
Previous 18,589
6.13%
Holding current value
$3.14 Million
Previous $3.35 Million
0.09%
% of portfolio
0.23%
Previous 0.25%
Shares
18 transactions
Others Institutions Holding VBR
# of Institutions
1,449Shares Held
89MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$768 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$751 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$637 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio