My Wealth Management Inc. Vanguard Small Cap ETF Transaction History
My Wealth Management Inc.
- $114 Million
- Q3 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 17,195 shares of VB stock, worth $4.3 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
17,195
Previous 17,019
1.03%
Holding current value
$4.3 Million
Previous $4.03 Million
8.41%
% of portfolio
3.83%
Previous 3.86%
Shares
16 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio