Diversify Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 15,301 shares of VBR stock, worth $2.9 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,301
Previous 15,213
0.58%
Holding current value
$2.9 Million
Previous $3.04 Billion
1.78%
% of portfolio
0.23%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.5 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$758 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$731 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$672 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$455 Million0.45% of portfolio