Sequent Planning LLC Vanguard Small Cap ETF Transaction History
Sequent Planning LLC
- $278 Billion
- Q1 2025
A detailed history of Sequent Planning LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sequent Planning LLC holds 1,560 shares of VB stock, worth $374,587. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,560
Previous 1,558
0.13%
Holding current value
$374,587
Previous $374 Million
7.59%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,381Shares Held
167MCall Options Held
78.1KPut Options Held
29.4K-
Bank Of America Corp Charlotte, NC24.1MShares$5.78 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.84 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.66MShares$1.6 Billion1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.4 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.24 Billion0.38% of portfolio