Phillips Financial Management, LLC Vanguard S&P Small Cap 600 Val Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Phillips Financial Management, LLC holds 17,642 shares of VIOV stock, worth $1.64 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,642
Previous 18,332
3.76%
Holding current value
$1.64 Million
Previous $1.53 Million
6.39%
% of portfolio
0.13%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding VIOV
# of Institutions
199Shares Held
6.7MCall Options Held
0Put Options Held
0-
Ubs Group Ag343KShares$32 Million0.01% of portfolio
-
N.E.W. Advisory Services LLC321KShares$29.9 Million2.89% of portfolio
-
Morgan Stanley New York, NY303KShares$28.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL248KShares$23.1 Million0.01% of portfolio
-
One Day In July LLC205KShares$19.1 Million2.01% of portfolio