Napa Wealth Management Vanguard S&P Small Cap 600 ETF Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Napa Wealth Management holds 2,399 shares of VIOO stock, worth $259,451. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,399
Previous 2,399
-0.0%
Holding current value
$259,451
Previous $236 Million
10.15%
% of portfolio
0.12%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding VIOO
# of Institutions
330Shares Held
13.3MCall Options Held
1KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$174 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$134 Million0.01% of portfolio
-
Morgan Stanley New York, NY688KShares$74.4 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS592KShares$64.1 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC431KShares$46.6 Million0.02% of portfolio