Monument Group Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Monument Group Wealth Advisors, LLC
- $141 Billion
- Q4 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 11,420 shares of VB stock, worth $2.74 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
11,420
Previous 11,744
2.76%
Holding current value
$2.74 Million
Previous $2.79 Billion
1.5%
% of portfolio
1.94%
Previous 1.67%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,316Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.95 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.81 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.76 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.36 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.26 Billion0.42% of portfolio