Ratio Wealth Group Vanguard Small Cap Value ETF Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Ratio Wealth Group holds 9,847 shares of VBR stock, worth $1.79 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,847
Previous 9,956
1.09%
Holding current value
$1.79 Million
Previous $1.79 Million
5.47%
% of portfolio
0.37%
Previous 0.39%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio