Retirement Wealth Solutions LLC Vanguard Small Cap Value ETF Transaction History
Retirement Wealth Solutions LLC
- $152 Billion
- Q3 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 127 shares of VBR stock, worth $26,093. This represents 0.02% of its overall portfolio holdings.
Number of Shares
127
Previous 250
49.2%
Holding current value
$26,093
Previous $48.8 Million
45.63%
% of portfolio
0.02%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,797Shares Held
91.8MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio