Monograph Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Monograph Wealth Advisors, LLC
- $656 Million
- Q2 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 29,290 shares of VBR stock, worth $5.84 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
29,290
Previous 31,706
7.62%
Holding current value
$5.84 Million
Previous $6.08 Million
12.12%
% of portfolio
0.82%
Previous 0.93%
Shares
10 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio