Waller Financial Planning Group, Inc Vanguard Small Cap Value ETF Transaction History
Waller Financial Planning Group, Inc
- $397 Million
- Q4 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 4,934 shares of VBR stock, worth $975,402. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,934
Previous 4,928
0.12%
Holding current value
$975,402
Previous $989,000
1.21%
% of portfolio
0.25%
Previous 0.25%
Shares
23 transactions
Others Institutions Holding VBR
# of Institutions
1,695Shares Held
100MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.65 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$870 Million4.76% of portfolio
-
Assetmark, Inc4MShares$790 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$763 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$701 Million1.69% of portfolio