Moser Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Moser Wealth Advisors, LLC
- $182 Million
- Q2 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 62,021 shares of VBR stock, worth $12.4 Million. This represents 6.22% of its overall portfolio holdings.
Number of Shares
62,021
Previous 60,530
2.46%
Holding current value
$12.4 Million
Previous $11.6 Million
2.53%
% of portfolio
6.22%
Previous 6.54%
Shares
18 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio