Watershed Private Wealth LLC Vanguard Small Cap Value ETF Transaction History
Watershed Private Wealth LLC
- $251 Billion
- Q3 2024
A detailed history of Watershed Private Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 1,178 shares of VBR stock, worth $244,717. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,178
Previous 1,442
18.31%
Holding current value
$244,717
Previous $263 Million
10.14%
% of portfolio
0.09%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,541Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.83 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$793 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$780 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$768 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$495 Million0.49% of portfolio