New England Capital Financial Advisors LLC Vanguard Small Cap Value ETF Transaction History
New England Capital Financial Advisors LLC
- $205 Billion
- Q4 2024
A detailed history of New England Capital Financial Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 79,626 shares of VBR stock, worth $15.2 Million. This represents 7.7% of its overall portfolio holdings.
Number of Shares
79,626
Previous 79,870
0.31%
Holding current value
$15.2 Million
Previous $16 Billion
1.6%
% of portfolio
7.7%
Previous 8.33%
Shares
9 transactions
Others Institutions Holding VBR
# of Institutions
1,706Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.53 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$765 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$738 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$678 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$459 Million0.45% of portfolio