Stone Point Wealth LLC Vanguard Small Cap ETF Transaction History
Stone Point Wealth LLC
- $347 Million
- Q3 2025
A detailed history of Stone Point Wealth LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 12,213 shares of VB stock, worth $3.05 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
12,213
Previous 10,418
17.23%
Holding current value
$3.05 Million
Previous $2.47 Million
25.81%
% of portfolio
0.89%
Previous 0.78%
Shares
16 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio