Old North State Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Old North State Wealth Management, LLC
- $179 Billion
- Q3 2024
A detailed history of Old North State Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 13,959 shares of VB stock, worth $3.3 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
13,959
Previous 14,023
0.46%
Holding current value
$3.3 Million
Previous $3.06 Billion
8.29%
% of portfolio
1.86%
Previous 2.02%
Shares
12 transactions
Others Institutions Holding VB
# of Institutions
2,063Shares Held
147MCall Options Held
63.7KPut Options Held
88.6K-
Bank Of America Corp Charlotte, NC23.7MShares$5.6 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.66 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio