Olio Financial Planning Vanguard Small Cap Value ETF Transaction History
Olio Financial Planning
- $267 Million
- Q3 2024
A detailed history of Olio Financial Planning transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Olio Financial Planning holds 39,904 shares of VBR stock, worth $7.99 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
39,904
Previous 39,812
0.23%
Holding current value
$7.99 Million
Previous $7.27 Million
10.25%
% of portfolio
3.0%
Previous 2.9%
Shares
12 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.69 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$764 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$752 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$740 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$477 Million0.49% of portfolio