Wingate Wealth Advisors, Inc. Vanguard Small Cap ETF Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 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 2,392 shares of VB stock, worth $545,830. This represents 0.61% of its overall portfolio holdings.
Number of Shares
2,392
Previous 2,632
9.12%
Holding current value
$545,830
Previous $632 Million
16.11%
% of portfolio
0.61%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,368Shares Held
166MCall Options Held
78.1KPut Options Held
52.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.5 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.75 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.66MShares$1.52 Billion1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.33 Billion0.3% of portfolio
-
Royal Bank Of Canada Toronto, A64.97MShares$1.13 Billion0.24% of portfolio