Monument Group Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Monument Group Wealth Advisors, LLC
- $166 Billion
- Q3 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 $2.85 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
11,744
Previous 11,744
-0.0%
Holding current value
$2.85 Million
Previous $2.56 Billion
8.79%
% of portfolio
1.67%
Previous 1.72%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio