Sound Financial Strategies Group, LLC Vanguard Small Cap ETF Transaction History
Sound Financial Strategies Group, LLC
- $111 Million
- Q2 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 3,522 shares of VB stock, worth $908,605. This represents 0.75% of its overall portfolio holdings.
Number of Shares
3,522
Previous 3,535
0.37%
Holding current value
$908,605
Previous $783,000
6.51%
% of portfolio
0.75%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,405Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.26 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.8 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.51 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio