Weik Capital Management Vanguard Small Cap Value ETF Transaction History
Weik Capital Management
- $233 Million
- Q2 2024
A detailed history of Weik Capital Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Weik Capital Management holds 1,750 shares of VBR stock, worth $350,752. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,750
Previous 1,750
-0.0%
Holding current value
$350,752
Previous $335,000
4.78%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio