Marcum Wealth, LLC Vanguard Small Cap ETF Transaction History
Marcum Wealth, LLC
- $1.14 Billion
- Q1 2025
A detailed history of Marcum Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 182,267 shares of VB stock, worth $37.7 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
182,267
Previous 184,209
1.05%
Holding current value
$37.7 Million
Previous $44.3 Million
8.73%
% of portfolio
3.54%
Previous 3.88%
Shares
22 transactions
Others Institutions Holding VB
# of Institutions
2,346Shares Held
162MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.14 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.52 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.17 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.09 Billion0.42% of portfolio