Selective Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,516 shares of VBR stock, worth $473,561. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,516
Previous 2,416
4.14%
Holding current value
$473,561
Previous $485,000
2.68%
% of portfolio
0.2%
Previous 0.2%
Shares
18 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