Southern Wealth Management, LLP Vanguard Small Cap Value ETF Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 18,324 shares of VBR stock, worth $3.3 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
18,324
Previous 18,319
0.03%
Holding current value
$3.3 Million
Previous $2.91 Million
-0.0%
% of portfolio
1.13%
Previous 1.17%
Shares
12 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$636 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio