Windsor Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History
Windsor Advisory Group, LLC
- $88.6 Billion
- Q3 2024
A detailed history of Windsor Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 2,720 shares of VBR stock, worth $541,307. This represents 0.62% of its overall portfolio holdings.
Number of Shares
2,720
Previous 2,720
-0.0%
Holding current value
$541,307
Previous $496 Million
10.0%
% of portfolio
0.62%
Previous 1.0%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.67 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$760 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$748 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$736 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$474 Million0.49% of portfolio