David Wealth Management LLC Vanguard Small Cap ETF Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
A detailed history of David Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, David Wealth Management LLC holds 1,482 shares of VB stock, worth $369,018. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,482Holding current value
$369,018% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,161Shares Held
152MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.25 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
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Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
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Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio