Quotient Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History
Quotient Wealth Partners, LLC
- $3.13 Trillion
- Q1 2025
A detailed history of Quotient Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 11,437 shares of VBR stock, worth $2.06 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,437
Previous 12,071
5.25%
Holding current value
$2.06 Million
Previous $2.39 Billion
10.94%
% of portfolio
0.07%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,696Shares Held
95.1MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.32 Billion0.31% of portfolio
-
Assetmark, Inc4.17MShares$751 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.86MShares$694 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$638 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$432 Million0.45% of portfolio