Wiser Wealth Management, Inc Vanguard S&P Small Cap 600 ETF Transaction History
Wiser Wealth Management, Inc
- $353 Million
- Q1 2025
A detailed history of Wiser Wealth Management, Inc transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 126,303 shares of VIOO stock, worth $12.1 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
126,303
Previous 122,650
2.98%
Holding current value
$12.1 Million
Previous $13 Million
6.77%
% of portfolio
3.43%
Previous 3.67%
Shares
12 transactions
Others Institutions Holding VIOO
# of Institutions
367Shares Held
14.3MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$156 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$112 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$69.3 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$57.5 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$45 Million0.02% of portfolio