Sfg Wealth Management, Llc. Vanguard Small Cap ETF Transaction History
Sfg Wealth Management, Llc.
- $211 Million
- Q3 2025
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 5,827 shares of VB stock, worth $1.46 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
5,827
Previous 8,948
34.88%
Holding current value
$1.46 Million
Previous $2.12 Million
30.14%
% of portfolio
0.7%
Previous 1.28%
Shares
14 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio