National Wealth Management Group, LLC Vanguard Small Cap ETF Transaction History
National Wealth Management Group, LLC
- $152 Billion
- Q1 2025
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,064 shares of VB stock, worth $255,487. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,064
Previous 1,056
0.76%
Holding current value
$255,487
Previous $254 Million
6.99%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,381Shares Held
167MCall Options Held
78.1KPut Options Held
29.4K-
Bank Of America Corp Charlotte, NC24.1MShares$5.78 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.84 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.66MShares$1.6 Billion1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.4 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.24 Billion0.38% of portfolio