Trademark Financial Management, LLC Vanguard Small Cap ETF Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 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 1,970 shares of VB stock, worth $496,440. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,970
Previous 2,800
29.64%
Holding current value
$496,440
Previous $611 Million
23.48%
% of portfolio
0.37%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,092Shares Held
148MCall Options Held
62.7KPut Options Held
89.1K-
Bank Of America Corp Charlotte, NC23.7MShares$5.97 Billion0.46% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.82 Billion1.76% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.81 Billion0.12% 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