Pine Harbor Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Pine Harbor Wealth Management, LLC
- $159 Billion
- Q1 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 921 shares of VB stock, worth $199,985. This represents 0.13% of its overall portfolio holdings.
Number of Shares
921
Previous 1,337
31.11%
Holding current value
$199,985
Previous $285 Million
26.21%
% of portfolio
0.13%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
1,970Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.23 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.48 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.02 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$952 Million0.24% of portfolio