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 $216,419. This represents 0.04% of its overall portfolio holdings.
Number of Shares
907
Previous 914
0.77%
Holding current value
$216,419
Previous $216,000
0.46%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,321Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.92 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.75 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.26 Billion0.42% of portfolio