Partnership Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Partnership Wealth Management, LLC
- $120 Billion
- Q4 2024
A detailed history of Partnership Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 1,230 shares of VB stock, worth $292,235. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,230
Previous 1,082
13.68%
Holding current value
$292,235
Previous $257 Million
15.12%
% of portfolio
0.25%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,326Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio