Taylor, Cottrill, Erickson & Associates, Inc. Vanguard Small Cap Value ETF Transaction History
Taylor, Cottrill, Erickson & Associates, Inc.
- $338 Million
- Q2 2024
A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 55,822 shares of VBR stock, worth $11.1 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
55,822
Previous 52,256
6.82%
Holding current value
$11.1 Million
Previous $10 Million
1.62%
% of portfolio
3.01%
Previous 2.95%
Shares
28 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