O'Rourke & Company, Inc Vanguard Small Cap Value ETF Transaction History
O'Rourke & Company, Inc
- $172 Million
- Q1 2024
A detailed history of O'Rourke & Company, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, O'Rourke & Company, Inc holds 11,684 shares of VBR stock, worth $2.1 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
11,684
Previous 9,549
22.36%
Holding current value
$2.1 Million
Previous $1.72 Million
30.42%
% of portfolio
1.3%
Previous 1.11%
Shares
9 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$636 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio