U.S. Capital Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 4,199 shares of VBR stock, worth $830,520. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,199
Previous 3,587
17.06%
Holding current value
$830,520
Previous $720,000
15.56%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,701Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.65 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$791 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$763 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$702 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$475 Million0.45% of portfolio