Sound View Wealth Advisors Group, LLC Vanguard Small Cap ETF Transaction History
Sound View Wealth Advisors Group, LLC
- $1.21 Billion
- Q3 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 4,137 shares of VB stock, worth $1 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,137
Previous 3,924
5.43%
Holding current value
$1 Million
Previous $855,000
14.74%
% of portfolio
0.08%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio