Monument Group Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Monument Group Wealth Advisors, LLC
- $144 Billion
- Q1 2025
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 12,364 shares of VB stock, worth $2.82 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
12,364
Previous 11,420
8.27%
Holding current value
$2.82 Million
Previous $2.74 Billion
0.08%
% of portfolio
1.9%
Previous 1.94%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,371Shares Held
166MCall Options Held
78.1KPut Options Held
52.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.5 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.75 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.66MShares$1.52 Billion1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.33 Billion0.3% of portfolio
-
Royal Bank Of Canada Toronto, A64.97MShares$1.13 Billion0.24% of portfolio