Joseph P. Lucia & Associates, LLC Vanguard Small Cap ETF Transaction History
Joseph P. Lucia & Associates, LLC
- $186 Million
- Q3 2024
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 10,979 shares of VB stock, worth $2.68 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
10,979
Previous 9,513
15.41%
Holding current value
$2.68 Million
Previous $2.07 Million
25.55%
% of portfolio
1.4%
Previous 1.23%
Shares
23 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