Napa Wealth Management Vanguard S&P Small Cap 600 ETF Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
A detailed history of Napa Wealth Management transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Napa Wealth Management holds 2,247 shares of VIOO stock, worth $211,937. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,247
Previous 2,399
6.34%
Holding current value
$211,937
Previous $259 Million
8.16%
% of portfolio
0.1%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VIOO
# of Institutions
362Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$154 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$110 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$68.1 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$56.5 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$44.2 Million0.02% of portfolio