Moser Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Moser Wealth Advisors, LLC
- $190 Million
- Q3 2024
A detailed history of Moser Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 62,292 shares of VBR stock, worth $12.9 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
62,292
Previous 62,021
0.44%
Holding current value
$12.9 Million
Previous $11.3 Million
10.48%
% of portfolio
6.57%
Previous 6.22%
Shares
19 transactions
Others Institutions Holding VBR
# of Institutions
1,541Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.83 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$793 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$780 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$768 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$495 Million0.49% of portfolio