Stonebridge Financial Planning Group, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Stonebridge Financial Planning Group, LLC
- $209 Million
- Q1 2025
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 3,974 shares of VIOO stock, worth $366,919. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,974
Previous 3,974
-0.0%
Holding current value
$366,919
Previous $421,000
9.03%
% of portfolio
0.18%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding VIOO
# of Institutions
368Shares Held
14.1MCall Options Held
3.2KPut Options Held
500-
Orgel Wealth Management, LLC1.19MShares$110 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$77.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY740KShares$68.4 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS628KShares$58 Million0.1% of portfolio
-
Jones Financial Companies Lllp583KShares$53.8 Million0.02% of portfolio