Trivant Custom Portfolio Group, LLC Vanguard Small Cap Value ETF Transaction History
Trivant Custom Portfolio Group, LLC
- $171 Billion
- Q4 2024
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 $207,750. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$207,750
Previous $201 Million
1.29%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,562Shares Held
93.1MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.83 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$793 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$781 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$768 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$495 Million0.49% of portfolio