Sagace Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Sagace Wealth Management LLC
- $134 Billion
- Q4 2024
A detailed history of Sagace Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sagace Wealth Management LLC holds 4,613 shares of VBR stock, worth $912,405. This represents 0.68% of its overall portfolio holdings.
Number of Shares
4,613
Previous 7,189
35.83%
Holding current value
$912,405
Previous $1.45 Billion
37.09%
% of portfolio
0.68%
Previous 1.12%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,701Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.65 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$791 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$763 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$702 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$475 Million0.45% of portfolio