Merriman Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 205,133 shares of VBR stock, worth $42.9 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
205,133
Previous 212,807
3.61%
Holding current value
$42.9 Million
Previous $42.7 Million
4.85%
% of portfolio
1.77%
Previous 1.81%
Shares
31 transactions
Others Institutions Holding VBR
# of Institutions
1,759Shares Held
91.3MCall Options Held
58.1KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.18 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$911 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.87MShares$808 Million0.05% of portfolio
-
Betterment LLC New York, NY3.2MShares$669 Million1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA1.81MShares$378 Million0.08% of portfolio