Mowery & Schoenfeld Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $63.3 Billion
- Q3 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 844 shares of VBR stock, worth $168,504. This represents 0.27% of its overall portfolio holdings.
Number of Shares
844
Previous 844
-0.0%
Holding current value
$168,504
Previous $154 Million
10.0%
% of portfolio
0.27%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.68 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$762 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$750 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$738 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$476 Million0.49% of portfolio