Zrc Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Zrc Wealth Management, LLC
- $200 Billion
- Q1 2024
A detailed history of Zrc Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 2,746 shares of VBR stock, worth $496,421. This represents 0.26% of its overall portfolio holdings.
Number of Shares
2,746
Previous 2,871
4.35%
Holding current value
$496,421
Previous $467 Million
11.81%
% of portfolio
0.26%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,448Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.85 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$770 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$753 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$639 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$549 Million0.79% of portfolio