Accurate Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 907 shares of VB stock, worth $228,391. This represents 0.04% of its overall portfolio holdings.
Number of Shares
907
Previous 914
0.77%
Holding current value
$228,391
Previous $216,000
0.46%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,144Shares Held
151MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.32 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.85 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.82 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.29 Billion0.28% of portfolio