Goal Fusion Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Goal Fusion Wealth Management, LLC
- $214 Million
- Q4 2025
A detailed history of Goal Fusion Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 55,882 shares of VB stock, worth $14 Million. This represents 6.52% of its overall portfolio holdings.
Number of Shares
55,882
Previous 55,112
1.4%
Holding current value
$14 Million
Previous $14 Million
0.39%
% of portfolio
6.52%
Previous 6.71%
Shares
17 transactions
Others Institutions Holding VB
# of Institutions
2,484Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio