Wealthspan Partners, LLC Vanguard Small Cap ETF Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 2024
A detailed history of Wealthspan Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 9,623 shares of VB stock, worth $2.34 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
9,623
Previous 9,480
1.51%
Holding current value
$2.34 Million
Previous $2.07 Million
10.4%
% of portfolio
1.15%
Previous 1.16%
Shares
12 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