Wealth Care Investment Partners, LLC Vanguard Small Cap Value ETF Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 8,004 shares of VBR stock, worth $1.53 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
8,004
Previous 8,436
5.12%
Holding current value
$1.53 Million
Previous $1.69 Million
6.32%
% of portfolio
0.73%
Previous 0.77%
Shares
13 transactions
Others Institutions Holding VBR
# of Institutions
1,706Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.53 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$765 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$738 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$678 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$459 Million0.45% of portfolio