Stone Point Wealth LLC Vanguard Small Cap Value ETF Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 2024
A detailed history of Stone Point Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 33,271 shares of VBR stock, worth $6.64 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
33,271
Previous 33,207
0.19%
Holding current value
$6.64 Million
Previous $6.37 Million
4.69%
% of portfolio
2.21%
Previous 2.25%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio