Wingate Wealth Advisors, Inc. Vanguard Small Cap ETF Transaction History
Wingate Wealth Advisors, Inc.
- $112 Billion
- Q2 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 3,418 shares of VB stock, worth $886,219. This represents 0.72% of its overall portfolio holdings.
Number of Shares
3,418
Previous 2,392
42.89%
Holding current value
$886,219
Previous $530 Million
52.71%
% of portfolio
0.72%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio