Foundation Wealth Management, Llc\Pa Vanguard Small Cap Value ETF Transaction History
Foundation Wealth Management, Llc\Pa
- $258 Billion
- Q3 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 1,312 shares of VBR stock, worth $269,563. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,312
Previous 1,312
-0.0%
Holding current value
$269,563
Previous $256 Million
7.03%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,793Shares Held
91.3MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio