Vestia Personal Wealth Advisors Vanguard Small Cap Value ETF Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,459 shares of VBR stock, worth $296,862. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,459
Previous 1,416
3.04%
Holding current value
$296,862
Previous $284 Million
1.75%
% of portfolio
0.24%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,687Shares Held
100MCall Options Held
57.7KPut Options Held
8.3K-
Bank Of America Corp Charlotte, NC18.5MShares$3.75 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$895 Million4.76% of portfolio
-
Assetmark, Inc4MShares$814 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$785 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$722 Million1.69% of portfolio