White Lighthouse Investment Management Inc. Vanguard Small Cap Value ETF Transaction History
White Lighthouse Investment Management Inc.
- $568 Million
- Q4 2024
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 33,009 shares of VBR stock, worth $6.26 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
33,009
Previous 32,275
2.27%
Holding current value
$6.26 Million
Previous $6.48 Million
0.94%
% of portfolio
1.15%
Previous 1.17%
Shares
29 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.5 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$758 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$731 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$672 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$455 Million0.45% of portfolio