Wealth Dimensions Group, Ltd. Vanguard Small Cap ETF Transaction History
Wealth Dimensions Group, Ltd.
- $394 Million
- Q3 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 2,024 shares of VB stock, worth $491,326. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,024
Previous 2,025
0.05%
Holding current value
$491,326
Previous $441,000
8.84%
% of portfolio
0.12%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio