Fonville Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 1,387 shares of VBR stock, worth $280,812. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,387
Previous 1,385
0.14%
Holding current value
$280,812
Previous $254 Million
9.77%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,554Shares Held
92.6MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.73 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$773 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$761 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$749 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$482 Million0.49% of portfolio