Liberty Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
A detailed history of Liberty Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 7,237 shares of VBR stock, worth $1.5 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,237
Previous 26,258
72.44%
Holding current value
$1.5 Million
Previous $1.29 Million
13.07%
% of portfolio
0.26%
Previous 0.24%
Shares
18 transactions
Others Institutions Holding VBR
# of Institutions
1,575Shares Held
93.2MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.81 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$789 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$776 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$764 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$492 Million0.49% of portfolio