Waller Financial Planning Group, Inc Vanguard Small Cap Value ETF Transaction History
Waller Financial Planning Group, Inc
- $372 Million
- Q2 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 4,928 shares of VBR stock, worth $894,579. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,928
Previous 4,818
2.28%
Holding current value
$894,579
Previous $924,000
2.71%
% of portfolio
0.24%
Previous 0.25%
Shares
22 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio