Litman Gregory Wealth Management LLC Vanguard Small Cap ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 2,593 shares of VB stock, worth $616,070. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,593
Previous 2,593
-0.0%
Holding current value
$616,070
Previous $615,000
1.3%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding VB
# of Institutions
2,326Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio