Trivant Custom Portfolio Group, LLC Vanguard Small Cap Value ETF Transaction History
Trivant Custom Portfolio Group, LLC
- $173 Billion
- Q3 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 $199,650. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,450
31.03%
Holding current value
$199,650
Previous $265 Million
24.13%
% of portfolio
0.12%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.68 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$762 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$750 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$738 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$476 Million0.49% of portfolio