A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 3,569 shares of SUSB stock, worth $89,367. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,569
Previous 3,228 10.56%
Holding current value
$89,367
Previous $79.7 Million 11.85%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

BUY
$24.6 - $24.99 $8,388 - $8,521
341 Added 10.56%
3,569 $89.2 Million
Q4 2024

Feb 10, 2025

BUY
$24.61 - $25.12 $79,441 - $81,087
3,228 New
3,228 $79.7 Million

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Vsm Wealth Advisory, LLC Portfolio

Follow Vsm Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.