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 $385,562. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,555
Previous 1,555
-0.0%
Holding current value
$385,562
Previous $368,000
1.36%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,297Shares Held
161MCall Options Held
76.8KPut Options Held
29K-
Bank Of America Corp Charlotte, NC24.8MShares$6.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.87 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.41 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.3 Billion0.42% of portfolio