Catalyst Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 1,287 shares of VBR stock, worth $255,894. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,287Holding current value
$255,894% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,504Shares Held
90.1MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.34 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$771 Million0.06% of portfolio
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Betterment LLC New York, NY3.83MShares$762 Million1.81% of portfolio
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Assetmark, Inc3.82MShares$759 Million2.2% of portfolio
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Jones Financial Companies Lllp2.35MShares$468 Million0.5% of portfolio