Vestia Personal Wealth Advisors Vanguard Small Cap ETF Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,268 shares of VB stock, worth $316,721. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,268
Previous 1,247
1.68%
Holding current value
$316,721
Previous $272 Million
10.63%
% of portfolio
0.28%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio