My Wealth Management Inc. Vanguard Small Cap ETF Transaction History
My Wealth Management Inc.
- $98.6 Million
- Q3 2024
A detailed history of My Wealth Management Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, My Wealth Management Inc. holds 17,199 shares of VB stock, worth $4.18 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
17,199
Previous 16,932
1.58%
Holding current value
$4.18 Million
Previous $3.69 Million
10.51%
% of portfolio
4.14%
Previous 4.2%
Shares
12 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio