Mokosak Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History
Mokosak Advisory Group, LLC
- $333 Million
- Q4 2024
A detailed history of Mokosak Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Mokosak Advisory Group, LLC holds 289,160 shares of VBR stock, worth $57.2 Million. This represents 17.19% of its overall portfolio holdings.
Number of Shares
289,160
Previous 288,529
0.22%
Holding current value
$57.2 Million
Previous $57.9 Million
1.08%
% of portfolio
17.19%
Previous 17.38%
Shares
29 transactions
Others Institutions Holding VBR
# of Institutions
1,702Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.65 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$791 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$763 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$702 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$475 Million0.45% of portfolio