Traveka Wealth, LLC Vanguard Small Cap Value ETF Transaction History
Traveka Wealth, LLC
- $197 Billion
- Q3 2024
A detailed history of Traveka Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Traveka Wealth, LLC holds 69,011 shares of VBR stock, worth $14.6 Million. This represents 7.03% of its overall portfolio holdings.
Number of Shares
69,011
Previous 62,026
11.26%
Holding current value
$14.6 Million
Previous $11.3 Billion
22.39%
% of portfolio
7.03%
Previous 5.53%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,514Shares Held
89.8MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$820 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$807 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$497 Million0.5% of portfolio