Tru Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Tru Wealth Advisors, LLC
- $1.59 Billion
- Q4 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 1,380 shares of VBR stock, worth $258,377. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,380
Previous 1,379
0.07%
Holding current value
$258,377
Previous $276,000
1.09%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.45 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$749 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$722 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$664 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$449 Million0.45% of portfolio