My Wealth Management Inc. Vanguard Small Cap ETF Transaction History
My Wealth Management Inc.
- $104 Million
- Q2 2025
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 17,019 shares of VB stock, worth $4.39 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
17,019
Previous 17,081
0.36%
Holding current value
$4.39 Million
Previous $3.79 Million
6.5%
% of portfolio
3.86%
Previous 3.67%
Shares
15 transactions
Others Institutions Holding VB
# of Institutions
2,405Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.25 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.8 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.51 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.33 Billion0.38% of portfolio