Lifeworks Advisors, LLC Vanguard Small Cap ETF Transaction History
Lifeworks Advisors, LLC
- $720 Million
- Q3 2025
A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 1,621 shares of VB stock, worth $404,942. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,621
Previous 1,509
7.42%
Holding current value
$404,942
Previous $357,000
15.41%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio