Tolleson Wealth Management, Inc. Vanguard Small Cap ETF Transaction History
Tolleson Wealth Management, Inc.
- $488 Million
- Q4 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 1,761 shares of VB stock, worth $397,986. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,761
Previous 1,761
-0.0%
Holding current value
$397,986
Previous $419,000
0.95%
% of portfolio
0.09%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,338Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.61 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.7 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.66 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.28 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.19 Billion0.42% of portfolio