Shared Vision Wealth Group LLC Vanguard Small Cap Value ETF Transaction History
Shared Vision Wealth Group LLC
- $183 Billion
- Q1 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,244 shares of VBR stock, worth $235,091. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,244
Previous 1,244
-0.0%
Holding current value
$235,091
Previous $246 Million
6.0%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,704Shares Held
92.9MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.21 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$789 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$743 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$634 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$340 Million0.08% of portfolio