Wealthspan Partners, LLC Vanguard Small Cap ETF Transaction History
Wealthspan Partners, LLC
- $205 Million
- Q1 2025
A detailed history of Wealthspan Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 9,652 shares of VB stock, worth $2 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
9,652
Previous 9,795
1.46%
Holding current value
$2 Million
Previous $2.35 Million
9.05%
% of portfolio
1.05%
Previous 1.15%
Shares
14 transactions
Others Institutions Holding VB
# of Institutions
2,346Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.57 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.52 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.18 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.09 Billion0.42% of portfolio