Refined Wealth Management Vanguard Small Cap ETF Transaction History
Refined Wealth Management
- $122 Million
- Q1 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 13,718 shares of VB stock, worth $2.85 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
13,718
Previous 6,182
121.9%
Holding current value
$2.85 Million
Previous $1.49 Million
104.78%
% of portfolio
2.48%
Previous 1.13%
Shares
16 transactions
Others Institutions Holding VB
# of Institutions
2,346Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.57 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.52 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.18 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.09 Billion0.42% of portfolio