Stone Point Wealth LLC Vanguard Small Cap ETF Transaction History
Stone Point Wealth LLC
- $318 Million
- Q2 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 10,418 shares of VB stock, worth $2.69 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
10,418
Previous 9,511
9.54%
Holding current value
$2.69 Million
Previous $2.11 Million
17.02%
% of portfolio
0.78%
Previous 0.72%
Shares
15 transactions
Others Institutions Holding VB
# of Institutions
2,402Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.26 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.8 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.51 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio