Wealthpoint, LLC Vanguard Small Cap ETF Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wealthpoint, LLC holds 29,518 shares of VB stock, worth $7.65 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
29,518
Previous 30,061
1.81%
Holding current value
$7.65 Million
Previous $5.98 Million
6.66%
% of portfolio
2.26%
Previous 2.2%
Shares
20 transactions
Others Institutions Holding VB
# of Institutions
2,412Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio