Schwallier Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Schwallier Wealth Management LLC
- $131 Billion
- Q4 2024
A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 5,846 shares of VBR stock, worth $1.1 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
5,846
Previous 6,144
4.85%
Holding current value
$1.1 Million
Previous $1.23 Billion
6.09%
% of portfolio
0.88%
Previous 0.88%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,708Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.47 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$753 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$726 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$668 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$452 Million0.45% of portfolio