Walter & Keenan Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Walter & Keenan Wealth Management LLC
- $313 Million
- Q2 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 2,651 shares of VBR stock, worth $528,954. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,651
Previous 4,151
36.14%
Holding current value
$528,954
Previous $796,000
39.32%
% of portfolio
0.15%
Previous 0.26%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio