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 $230,861. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,244
Previous 1,244
-0.0%
Holding current value
$230,861
Previous $250 Million
1.29%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,713Shares Held
95.9MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.42 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$742 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$716 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$658 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$446 Million0.45% of portfolio