New Insight Wealth Advisors Vanguard Small Cap ETF Transaction History
New Insight Wealth Advisors
- $243 Billion
- Q2 2025
A detailed history of New Insight Wealth Advisors transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 1,437 shares of VB stock, worth $345,052. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,437
Previous 2,131
32.57%
Holding current value
$345,052
Previous $473 Million
27.94%
% of portfolio
0.14%
Previous 0.21%
Shares
4 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