Accretive Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,761 shares of VBR stock, worth $710,114. This represents 0.33% of its overall portfolio holdings.
Number of Shares
3,761
Previous 3,768
0.19%
Holding current value
$710,114
Previous $756,000
1.46%
% of portfolio
0.33%
Previous 0.33%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.48 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$755 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$728 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$670 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$453 Million0.45% of portfolio