Sequoia Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Sequoia Financial Advisors, LLC
- $11.5 Billion
- Q4 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 181,253 shares of VBR stock, worth $35.9 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
181,253
Previous 11,015
1545.51%
Holding current value
$35.9 Million
Previous $2.21 Million
1524.6%
% of portfolio
0.31%
Previous 0.02%
Shares
31 transactions
Others Institutions Holding VBR
# of Institutions
1,702Shares 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