Strategies Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 157,304 shares of VBR stock, worth $32.9 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
157,304
Previous 156,576
0.46%
Holding current value
$32.9 Million
Previous $28.6 Billion
10.52%
% of portfolio
4.22%
Previous 4.16%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.85 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$797 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$785 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$772 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$498 Million0.49% of portfolio