Essex Private Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Essex Private Wealth Management, LLC
- $37.8 Million
- Q3 2024
A detailed history of Essex Private Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 3,043 shares of VBR stock, worth $526,743. This represents 1.62% of its overall portfolio holdings.
Number of Shares
3,043
Previous 3,053
0.33%
Holding current value
$526,743
Previous $557,000
9.52%
% of portfolio
1.62%
Previous 1.6%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,706Shares Held
96.1MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.19 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$692 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$668 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$614 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$416 Million0.45% of portfolio