Sfg Wealth Management, Llc. Vanguard Small Cap ETF Transaction History
Sfg Wealth Management, Llc.
- $181 Million
- Q3 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 4,014 shares of VB stock, worth $974,398. This represents 0.53% of its overall portfolio holdings.
Number of Shares
4,014
Previous 4,099
2.07%
Holding current value
$974,398
Previous $893,000
6.61%
% of portfolio
0.53%
Previous 0.53%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio