Carlsbad Wealth Advisory Group, Inc. Vanguard Small Cap ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 3,278 shares of VB stock, worth $818,877. This represents 0.42% of its overall portfolio holdings.
Number of Shares
3,278Holding current value
$818,877% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,481Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
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Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio