Perigon Wealth Management, LLC Vanguard Russell 2000 Value Et Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 2,680 shares of VTWV stock, worth $394,951. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,680
Previous 2,345
14.29%
Holding current value
$394,951
Previous $345,000
12.17%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VTWV
# of Institutions
165Shares Held
2.52MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC453KShares$66.7 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ163KShares$24 Million0.11% of portfolio
-
Morgan Stanley New York, NY129KShares$19 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC107KShares$15.7 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN91.1KShares$13.4 Million0.0% of portfolio