Valtinson Bruner Financial Planning LLC Vanguard Small Cap ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 14,131 shares of VB stock, worth $3.27 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
14,131
Previous 14,308
1.24%
Holding current value
$3.27 Million
Previous $3.39 Million
0.03%
% of portfolio
1.4%
Previous 1.47%
Shares
21 transactions
Others Institutions Holding VB
# of Institutions
2,326Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.74 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.75 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.7 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.31 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.22 Billion0.42% of portfolio