Landmark Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Landmark Wealth Management, LLC
- $226 Million
- Q4 2024
A detailed history of Landmark Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 3,355 shares of VBR stock, worth $622,620. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,355
Previous 3,453
2.84%
Holding current value
$622,620
Previous $693,000
4.04%
% of portfolio
0.29%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,710Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.42 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$742 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$716 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$658 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$446 Million0.45% of portfolio