Strategic Financial Concepts, LLC Vanguard Small Cap ETF Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 5,358 shares of VB stock, worth $1.39 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,358
Previous 10,084
46.87%
Holding current value
$1.39 Million
Previous $2.24 Billion
43.22%
% of portfolio
0.18%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio