Wealthquest Corp Vanguard Small Cap ETF Transaction History
Wealthquest Corp
- $948 Million
- Q4 2024
A detailed history of Wealthquest Corp transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wealthquest Corp holds 144,309 shares of VB stock, worth $34.3 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
144,309
Previous 142,870
1.01%
Holding current value
$34.3 Million
Previous $33.9 Million
2.31%
% of portfolio
3.66%
Previous 3.78%
Shares
20 transactions
Others Institutions Holding VB
# of Institutions
2,326Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio