New Insight Wealth Advisors Vanguard S&P Small Cap 600 ETF Transaction History
New Insight Wealth Advisors
- $170 Billion
- Q2 2024
A detailed history of New Insight Wealth Advisors transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 115,001 shares of VIOO stock, worth $12.3 Million. This represents 6.65% of its overall portfolio holdings.
Number of Shares
115,001
Previous 114,257
0.65%
Holding current value
$12.3 Million
Previous $11.6 Billion
2.61%
% of portfolio
6.65%
Previous 7.24%
Shares
3 transactions
Others Institutions Holding VIOO
# of Institutions
324Shares Held
12.5MCall Options Held
1KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$173 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$127 Million0.01% of portfolio
-
Morgan Stanley New York, NY682KShares$73.1 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS487KShares$52.2 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY419KShares$44.9 Million0.11% of portfolio