Geometric Wealth Advisors Vanguard Small Cap ETF Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 2024
A detailed history of Geometric Wealth Advisors transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 3,818 shares of VB stock, worth $846,183. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,818
Previous 3,518
8.53%
Holding current value
$846,183
Previous $834,000
9.95%
% of portfolio
0.17%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,338Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.67 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.63 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.26 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.17 Billion0.42% of portfolio