Sterling Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 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 40,571 shares of VBR stock, worth $8.58 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
40,571
Previous 40,571
-0.0%
Holding current value
$8.58 Million
Previous $7.78 Billion
4.88%
% of portfolio
3.51%
Previous 3.87%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,513Shares Held
90.1MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$820 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$807 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$497 Million0.5% of portfolio