Family Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 28,934 shares of VB stock, worth $7.09 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
28,934
Previous 29,342
1.39%
Holding current value
$7.09 Million
Previous $6.4 Billion
7.28%
% of portfolio
3.51%
Previous 3.32%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,109Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.15 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.77 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.28 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.26 Billion0.28% of portfolio