Sterling Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 38,822 shares of VBR stock, worth $7.84 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
38,822
Previous 39,371
1.39%
Holding current value
$7.84 Million
Previous $7.9 Billion
2.67%
% of portfolio
2.84%
Previous 2.95%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,731Shares Held
93.2MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.43 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$843 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$794 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$677 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$363 Million0.08% of portfolio