Northwest Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Northwest Wealth Management, LLC
- $614 Million
- Q4 2025
A detailed history of Northwest Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 13,776 shares of VBR stock, worth $2.83 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
13,776
Previous 15,386
10.46%
Holding current value
$2.83 Million
Previous $3.21 Million
11.87%
% of portfolio
0.46%
Previous 0.54%
Shares
34 transactions
Others Institutions Holding VBR
# of Institutions
1,800Shares Held
91.3MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio