Morling Financial Advisors, LLC Vanguard Small Cap ETF Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
A detailed history of Morling Financial Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,555 shares of VB stock, worth $385,189. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,555
Previous 1,555
-0.0%
Holding current value
$385,189
Previous $368,000
1.36%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,223Shares Held
157MCall Options Held
102KPut Options Held
34.7K-
Bank Of America Corp Charlotte, NC25.1MShares$6.22 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.82 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.29 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.27 Billion0.28% of portfolio