Perfromance Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Perfromance Wealth Partners, LLC
- $2.89 Billion
- Q3 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 9,442 shares of VB stock, worth $2.43 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,442
Previous 8,540
10.56%
Holding current value
$2.43 Million
Previous $1.86 Million
20.25%
% of portfolio
0.08%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio