Paulson Wealth Management Inc. Vanguard Small Cap Value ETF Transaction History
Paulson Wealth Management Inc.
- $338 Million
- Q1 2024
A detailed history of Paulson Wealth Management Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 12,670 shares of VBR stock, worth $2.3 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
12,670
Previous 14,480
12.5%
Holding current value
$2.3 Million
Previous $2.61 Million
6.68%
% of portfolio
0.72%
Previous 0.83%
Shares
10 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$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio