Walkner Condon Financial Advisors LLC Vanguard Small Cap ETF Transaction History
Walkner Condon Financial Advisors LLC
- $482 Million
- Q1 2025
A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 24,463 shares of VB stock, worth $5.29 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
24,463
Previous 25,484
4.01%
Holding current value
$5.29 Million
Previous $6.12 Million
11.42%
% of portfolio
1.13%
Previous 1.28%
Shares
22 transactions
Others Institutions Holding VB
# of Institutions
2,346Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.36 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.63 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.59 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.23 Billion0.32% of portfolio
-
Envestnet Asset Management Inc4.96MShares$1.07 Billion0.37% of portfolio