Montag A & Associates Inc Vanguard Small Cap Value ETF Transaction History
Montag A & Associates Inc
- $1.97 Billion
- Q2 2024
A detailed history of Montag A & Associates Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Montag A & Associates Inc holds 4,955 shares of VBR stock, worth $993,130. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,955
Previous 4,955
-0.0%
Holding current value
$993,130
Previous $950,000
4.84%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio