New Insight Wealth Advisors Vanguard S&P Small Cap 600 ETF Transaction History
New Insight Wealth Advisors
- $220 Billion
- Q1 2025
A detailed history of New Insight Wealth Advisors transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 113,291 shares of VIOO stock, worth $10.5 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
113,291
Previous 110,479
2.55%
Holding current value
$10.5 Million
Previous $11.7 Billion
6.67%
% of portfolio
4.96%
Previous 5.87%
Shares
6 transactions
Others Institutions Holding VIOO
# of Institutions
364Shares Held
13.8MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.19MShares$110 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$66.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$55.3 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$43.3 Million0.02% of portfolio