Warren Averett Asset Management, LLC Vanguard Small Cap Value ETF Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 8,898 shares of VBR stock, worth $1.6 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,898
Previous 6,278
41.73%
Holding current value
$1.6 Million
Previous $1.13 Million
51.2%
% of portfolio
0.04%
Previous 0.04%
Shares
27 transactions
Others Institutions Holding VBR
# of Institutions
1,449Shares Held
89MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$768 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$751 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$637 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio