Sound Financial Strategies Group, LLC Vanguard Small Cap ETF Transaction History
Sound Financial Strategies Group, LLC
- $128 Million
- Q3 2025
A detailed history of Sound Financial Strategies Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 3,919 shares of VB stock, worth $979,005. This represents 0.78% of its overall portfolio holdings.
Number of Shares
3,919
Previous 3,522
11.27%
Holding current value
$979,005
Previous $834,000
19.42%
% of portfolio
0.78%
Previous 0.75%
Shares
6 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