Morling Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Morling Financial Advisors, LLC
- $272 Million
- Q1 2025
A detailed history of Morling Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 325 shares of VBR stock, worth $61,418. This represents 0.02% of its overall portfolio holdings.
Number of Shares
325
Previous 325
-0.0%
Holding current value
$61,418
Previous $64,000
6.25%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,704Shares Held
92.9MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.21 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$789 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$743 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$634 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$340 Million0.08% of portfolio