Regent Peak Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History
Regent Peak Wealth Advisors LLC
- $449 Million
- Q4 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,057 shares of VBR stock, worth $202,172. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,057
Previous 1,057
-0.0%
Holding current value
$202,172
Previous $209,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
18 transactions
Others Institutions Holding VBR
# of Institutions
1,706Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.53 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$765 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$738 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$678 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$459 Million0.45% of portfolio