Olio Financial Planning Vanguard Small Cap Value ETF Transaction History
Olio Financial Planning
- $250 Million
- Q2 2024
A detailed history of Olio Financial Planning transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Olio Financial Planning holds 39,812 shares of VBR stock, worth $7.94 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
39,812
Previous 39,904
0.23%
Holding current value
$7.94 Million
Previous $7.66 Million
5.09%
% of portfolio
2.9%
Previous 3.07%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio