Sheets Smith Wealth Management Vanguard Small Cap ETF Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
A detailed history of Sheets Smith Wealth Management transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 1,355 shares of VB stock, worth $330,511. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,355
Previous 1,377
1.6%
Holding current value
$330,511
Previous $300,000
7.0%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio