Sofi Wealth, LLC Vanguard Small Cap ETF Transaction History
Sofi Wealth, LLC
- $1.19 Billion
- Q2 2024
A detailed history of Sofi Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 152,744 shares of VB stock, worth $36.1 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
152,744
Previous 137,360
11.2%
Holding current value
$36.1 Million
Previous $31.4 Million
6.07%
% of portfolio
2.79%
Previous 2.92%
Shares
10 transactions
Others Institutions Holding VB
# of Institutions
2,029Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio