Copia Wealth Management Vanguard Small Cap Value ETF Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Copia Wealth Management holds 2,070 shares of VBR stock, worth $395,928. This represents 0.39% of its overall portfolio holdings.
Number of Shares
2,070Holding current value
$395,928% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,706Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.53 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$765 Million2.18% of portfolio
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Morgan Stanley New York, NY3.86MShares$738 Million0.05% of portfolio
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Betterment LLC New York, NY3.55MShares$678 Million1.69% of portfolio
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Jones Financial Companies Lllp2.4MShares$459 Million0.45% of portfolio