Stonebridge Financial Planning Group, LLC Vanguard Small Cap ETF Transaction History
Stonebridge Financial Planning Group, LLC
- $181 Million
- Q1 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 2,437 shares of VB stock, worth $530,973. This represents 0.31% of its overall portfolio holdings.
Number of Shares
2,437
Previous 2,322
4.95%
Holding current value
$530,973
Previous $495,000
12.53%
% of portfolio
0.31%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
1,974Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.25 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.57 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.48 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.02 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$955 Million0.24% of portfolio