Aj Wealth Strategies, LLC Vanguard Small Cap Value ETF Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 1,836 shares of VBR stock, worth $376,508. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,836
Previous 1,835
0.05%
Holding current value
$376,508
Previous $291,000
4.12%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,584Shares Held
92.8MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.78 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$783 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$770 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$758 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$489 Million0.49% of portfolio