Centricity Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 517 shares of VBR stock, worth $106,222. This represents 0.08% of its overall portfolio holdings.
Number of Shares
517
Previous 517
-0.0%
Holding current value
$106,222
Previous $96.3 Million
4.68%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,793Shares Held
91.3MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio