High Net Worth Advisory Group LLC Vanguard Small Cap ETF Transaction History
High Net Worth Advisory Group LLC
- $358 Million
- Q3 2024
A detailed history of High Net Worth Advisory Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 3,486 shares of VB stock, worth $850,305. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,486
Previous 1,209
188.34%
Holding current value
$850,305
Previous $263,000
214.07%
% of portfolio
0.23%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio