Capital Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Capital Wealth Management, LLC
- $233 Million
- Q4 2024
A detailed history of Capital Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Capital Wealth Management, LLC holds 68,484 shares of VBR stock, worth $12.7 Million. This represents 5.82% of its overall portfolio holdings.
Number of Shares
68,484
Previous 69,421
1.35%
Holding current value
$12.7 Million
Previous $13.9 Million
2.63%
% of portfolio
5.82%
Previous 5.97%
Shares
28 transactions
Others Institutions Holding VBR
# of Institutions
1,710Shares Held
96.2MCall 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