Keeler & Nadler Financial Planning & Wealth Management Vanguard Small Cap Value ETF Transaction History
Keeler & Nadler Financial Planning & Wealth Management
- $205 Billion
- Q3 2024
A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 3,808 shares of VBR stock, worth $767,235. This represents 0.37% of its overall portfolio holdings.
Number of Shares
3,808
Previous 4,301
11.46%
Holding current value
$767,235
Previous $785 Million
2.59%
% of portfolio
0.37%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,496Shares Held
89.9MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.38 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$782 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$772 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$741 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$474 Million0.5% of portfolio