9258 Wealth Management, LLC Vanguard S&P Small Cap 600 Gro Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,758 shares of VIOG stock, worth $317,335. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,758
Previous 2,682
2.83%
Holding current value
$317,335
Previous $295,000
11.86%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VIOG
# of Institutions
161Shares Held
3MCall Options Held
2.9KPut Options Held
200-
Ameriprise Financial Inc Minneapolis, MN306KShares$35.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY225KShares$25.9 Million0.0% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO180KShares$20.7 Million0.23% of portfolio
-
Octavia Wealth Advisors, LLC142KShares$16.3 Million2.1% of portfolio
-
Mariner, LLC Overland Park, KS134KShares$15.4 Million0.03% of portfolio