Phillips Financial Management, LLC Vanguard S&P Small Cap 600 Val Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 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 13,835 shares of VIOV stock, worth $1.3 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,835
Previous 17,642
21.58%
Holding current value
$1.3 Million
Previous $1.63 Million
20.85%
% of portfolio
0.11%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding VIOV
# of Institutions
206Shares Held
6.6MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC321KShares$30 Million2.89% of portfolio
-
Ubs Group Ag317KShares$29.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY314KShares$29.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL248KShares$23.2 Million0.01% of portfolio
-
One Day In July LLC205KShares$19.2 Million2.01% of portfolio