Accurate Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 2025
A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,614 shares of VBR stock, worth $299,526. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,614
Previous 1,702
5.17%
Holding current value
$299,526
Previous $337,000
11.28%
% of portfolio
0.06%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding VBR
# of Institutions
1,707Shares Held
96MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.42 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$742 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$716 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$658 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$446 Million0.45% of portfolio