Shira Ridge Wealth Management Vanguard Small Cap ETF Transaction History
Shira Ridge Wealth Management
- $236 Billion
- Q3 2025
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 1,037 shares of VB stock, worth $259,052. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,037
Previous 847
22.43%
Holding current value
$259,052
Previous $201 Million
31.28%
% of portfolio
0.11%
Previous 0.09%
Shares
5 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