Walter & Keenan Wealth Management LLC Vanguard Small Cap ETF Transaction History
Walter & Keenan Wealth Management LLC
- $330 Million
- Q1 2025
A detailed history of Walter & Keenan Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 2,271 shares of VB stock, worth $487,765. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,271
Previous 2,292
0.92%
Holding current value
$487,765
Previous $550,000
8.55%
% of portfolio
0.15%
Previous 0.17%
Shares
16 transactions
Others Institutions Holding VB
# of Institutions
2,343Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.33 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.62 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.57 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.22 Billion0.32% of portfolio
-
Envestnet Asset Management Inc4.96MShares$1.07 Billion0.37% of portfolio