Rf&L Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Rf&L Wealth Management, LLC
- $140 Billion
- Q1 2025
A detailed history of Rf&L Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 20,885 shares of VBR stock, worth $3.76 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
20,885
Previous 20,879
0.03%
Holding current value
$3.76 Million
Previous $4.14 Billion
5.97%
% of portfolio
2.78%
Previous 2.93%
Shares
10 transactions
Others Institutions Holding VBR
# of Institutions
1,703Shares Held
95MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.32 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$720 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$694 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$638 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$432 Million0.45% of portfolio