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 $13.1 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
62,292
Previous 62,021
0.44%
Holding current value
$13.1 Million
Previous $11.3 Million
10.48%
% of portfolio
6.57%
Previous 6.22%
Shares
19 transactions
Others Institutions Holding VBR
# of Institutions
1,525Shares Held
90MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$816 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$807 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$803 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.38MShares$501 Million0.49% of portfolio