Monograph Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Monograph Wealth Advisors, LLC
- $727 Million
- Q3 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 1,278 shares of VB stock, worth $321,813. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,278
Previous 1,236
3.4%
Holding current value
$321,813
Previous $269,000
12.64%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,144Shares Held
151MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.32 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.85 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.82 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.29 Billion0.28% of portfolio