Wealth Architects, LLC Vanguard S&P Small Cap 600 Val Transaction History
Wealth Architects, LLC
- $848 Million
- Q3 2024
A detailed history of Wealth Architects, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Wealth Architects, LLC holds 12,070 shares of VIOV stock, worth $1.2 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,070
Previous 12,070
-0.0%
Holding current value
$1.2 Million
Previous $1.01 Million
10.51%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VIOV
# of Institutions
183Shares Held
6.3MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC433KShares$43.1 Million3.96% of portfolio
-
Ubs Group Ag343KShares$34.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY303KShares$30.1 Million0.0% of portfolio
-
One Day In July LLC214KShares$21.3 Million2.17% of portfolio
-
Envestnet Asset Management Inc194KShares$19.3 Million0.01% of portfolio