Org Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Org Wealth Partners, LLC
- $233 Million
- Q2 2025
A detailed history of Org Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 620 shares of VB stock, worth $158,354. This represents 0.06% of its overall portfolio holdings.
Number of Shares
620
Previous 620
-0.0%
Holding current value
$158,354
Previous $137,000
6.57%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,401Shares Held
168MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.19 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$1.98 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.78 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.5 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.32 Billion0.38% of portfolio