Bordeaux Wealth Advisors LLC Vanguard Small Cap ETF Transaction History
Bordeaux Wealth Advisors LLC
- $619 Million
- Q4 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,792 shares of VB stock, worth $946,634. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,792
Previous 3,940
3.76%
Holding current value
$946,634
Previous $946,000
3.7%
% of portfolio
0.15%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding VB
# of Institutions
2,178Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio