Monument Group Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Monument Group Wealth Advisors, LLC
- $149 Billion
- Q2 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 11,744 shares of VB stock, worth $2.78 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
11,744
Previous 11,846
0.86%
Holding current value
$2.78 Million
Previous $2.71 Billion
5.44%
% of portfolio
1.72%
Previous 2.01%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,032Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio