New Insight Wealth Advisors Vanguard S&P Small Cap 600 ETF Transaction History
New Insight Wealth Advisors
- $200 Billion
- Q4 2024
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 110,479 shares of VIOO stock, worth $11.9 Million. This represents 5.87% of its overall portfolio holdings.
Number of Shares
110,479
Previous 114,406
3.43%
Holding current value
$11.9 Million
Previous $12.4 Billion
5.34%
% of portfolio
5.87%
Previous 6.51%
Shares
5 transactions
Others Institutions Holding VIOO
# of Institutions
342Shares Held
14.1MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$176 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$134 Million0.01% of portfolio
-
Morgan Stanley New York, NY688KShares$74.2 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS592KShares$63.9 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC431KShares$46.5 Million0.02% of portfolio