Vestia Personal Wealth Advisors Vanguard Small Cap Value ETF Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,416 shares of VBR stock, worth $299,484. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,416
Previous 1,417
0.07%
Holding current value
$299,484
Previous $259 Million
9.92%
% of portfolio
0.27%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,513Shares Held
90.1MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$820 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$807 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$497 Million0.5% of portfolio