Trivant Custom Portfolio Group, LLC Vanguard Small Cap Value ETF Transaction History
Trivant Custom Portfolio Group, LLC
- $174 Billion
- Q1 2025
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 1,000 shares of VBR stock, worth $199,730. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$199,730
Previous $198 Million
6.0%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,703Shares Held
92.8MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.4 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$834 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$785 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$670 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$359 Million0.08% of portfolio