New England Private Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History
New England Private Wealth Advisors LLC
- $606 Million
- Q3 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 1,605 shares of VBR stock, worth $332,283. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,605
Previous 1,243
29.12%
Holding current value
$332,283
Previous $226,000
42.48%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,541Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.82 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$790 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$778 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$766 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$493 Million0.49% of portfolio