Caliber Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
A detailed history of Caliber Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 29,228 shares of VB stock, worth $7.1 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
29,228
Previous 28,306
3.26%
Holding current value
$7.1 Million
Previous $6.04 Million
10.65%
% of portfolio
3.55%
Previous 3.55%
Shares
14 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio