Trademark Financial Management, LLC Vanguard Small Cap ETF Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
A detailed history of Trademark Financial Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 1,830 shares of VB stock, worth $458,671. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,830
Previous 1,970
7.11%
Holding current value
$458,671
Previous $467 Million
5.88%
% of portfolio
0.35%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,204Shares Held
158MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.29 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.84 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.84 Billion1.68% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.29 Billion0.28% of portfolio