Williams Jones Wealth Management, Llc. Vanguard Small Cap Value ETF Transaction History
Williams Jones Wealth Management, Llc.
- $8.37 Billion
- Q3 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 2,058 shares of VBR stock, worth $418,658. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,058
Previous 2,178
5.51%
Holding current value
$418,658
Previous $397,000
4.03%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,633Shares Held
95.7MCall Options Held
53.2KPut Options Held
18.8K-
Bank Of America Corp Charlotte, NC18.4MShares$3.75 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$895 Million4.76% of portfolio
-
Assetmark, Inc4MShares$813 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.76MShares$764 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$752 Million1.78% of portfolio