Trevian Wealth Management LLC Vanguard Small Cap ETF Transaction History
Trevian Wealth Management LLC
- $140 Million
- Q1 2025
A detailed history of Trevian Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Trevian Wealth Management LLC holds 3,083 shares of VB stock, worth $640,215. This represents 0.49% of its overall portfolio holdings.
Number of Shares
3,083
Previous 3,103
0.64%
Holding current value
$640,215
Previous $746,000
8.31%
% of portfolio
0.49%
Previous 0.55%
Shares
12 transactions
Others Institutions Holding VB
# of Institutions
2,346Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.57 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.52 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.18 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.09 Billion0.42% of portfolio