Kaizen Financial Strategies Vanguard Small Cap ETF Transaction History
Kaizen Financial Strategies
- $162 Million
- Q1 2025
A detailed history of Kaizen Financial Strategies transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 1,960 shares of VB stock, worth $405,759. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,960
Previous 1,962
0.1%
Holding current value
$405,759
Previous $471,000
7.86%
% of portfolio
0.27%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,346Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.14 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.52 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.17 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.09 Billion0.42% of portfolio