Shared Vision Wealth Group LLC Vanguard Small Cap Value ETF Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 2024
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 $246,349. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,244
Previous 1,244
-0.0%
Holding current value
$246,349
Previous $250 Million
1.29%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,696Shares Held
100MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.65 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$871 Million4.76% of portfolio
-
Assetmark, Inc4MShares$792 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$764 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$702 Million1.69% of portfolio