National Wealth Management Group, LLC Vanguard Small Cap Value ETF Transaction History
National Wealth Management Group, LLC
- $265 Billion
- Q3 2025
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,646 shares of VBR stock, worth $552,961. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,646Holding current value
$552,961% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,774Shares Held
91.3MCall Options Held
57.9KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.18 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$911 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.87MShares$808 Million0.05% of portfolio
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Betterment LLC New York, NY3.2MShares$669 Million1.33% of portfolio
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Wells Fargo & Company San Francisco, CA1.81MShares$378 Million0.08% of portfolio