Refined Wealth Management Vanguard Small Cap ETF Transaction History
Refined Wealth Management
- $143 Million
- Q2 2025
A detailed history of Refined Wealth Management transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Refined Wealth Management holds 14,081 shares of VB stock, worth $3.65 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
14,081
Previous 13,718
2.65%
Holding current value
$3.65 Million
Previous $3.04 Million
9.7%
% of portfolio
2.34%
Previous 2.48%
Shares
17 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio