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 $199,530. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,450
31.03%
Holding current value
$199,530
Previous $265 Million
24.13%
% of portfolio
0.12%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio