Wealth Preservation Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 3,746 shares of VBR stock, worth $674,205. This represents 0.5% of its overall portfolio holdings.
Number of Shares
3,746Holding current value
$674,205% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,700Shares Held
95.4MCall Options Held
48.6KPut Options Held
10K-
Bank Of America Corp Charlotte, NC18.5MShares$3.32 Billion0.31% of portfolio
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Assetmark, Inc4.17MShares$751 Million2.15% of portfolio
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Morgan Stanley New York, NY3.86MShares$694 Million0.05% of portfolio
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Betterment LLC New York, NY3.55MShares$638 Million1.69% of portfolio
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Jones Financial Companies Lllp2.4MShares$432 Million0.45% of portfolio