Trademark Financial Management, LLC Vanguard Small Cap ETF Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 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 2,800 shares of VB stock, worth $662,564. This represents 0.5% of its overall portfolio holdings.
Number of Shares
2,800
Previous 3,161
11.42%
Holding current value
$662,564
Previous $723 Million
15.51%
% of portfolio
0.5%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,029Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio