Private Wealth Management Group, LLC Vanguard Small Cap Value ETF Transaction History
Private Wealth Management Group, LLC
- $271 Billion
- Q1 2025
A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 91 shares of VBR stock, worth $17,197. This represents 0.01% of its overall portfolio holdings.
Number of Shares
91
Previous 91
-0.0%
Holding current value
$17,197
Previous $18 Million
6.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,704Shares Held
92.9MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.21 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$789 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$743 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$634 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$340 Million0.08% of portfolio