Pasadena Private Wealth, LLC Vanguard Small Cap Value ETF Transaction History
Pasadena Private Wealth, LLC
- $458 Million
- Q4 2024
A detailed history of Pasadena Private Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 117,846 shares of VBR stock, worth $22.5 Million. This represents 5.1% of its overall portfolio holdings.
Number of Shares
117,846
Previous 117,515
0.28%
Holding current value
$22.5 Million
Previous $23.6 Million
1.02%
% of portfolio
5.1%
Previous 5.32%
Shares
25 transactions
Others Institutions Holding VBR
# of Institutions
1,706Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.53 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$765 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$738 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$678 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$459 Million0.45% of portfolio