Morton Brown Family Wealth, LLC Vanguard Small Cap ETF Transaction History
Morton Brown Family Wealth, LLC
- $260 Million
- Q2 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 8,447 shares of VB stock, worth $2 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
8,447
Previous 8,619
2.0%
Holding current value
$2 Million
Previous $1.97 Million
6.55%
% of portfolio
0.71%
Previous 0.81%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,032Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio