Moneywise, Inc. Vanguard Small Cap ETF Transaction History
Moneywise, Inc.
- $193 Million
- Q3 2024
A detailed history of Moneywise, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Moneywise, Inc. holds 5,209 shares of VB stock, worth $1.34 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
5,209
Previous 5,616
7.25%
Holding current value
$1.34 Million
Previous $1.22 Million
0.9%
% of portfolio
0.64%
Previous 0.68%
Shares
18 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio