Partnership Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Partnership Wealth Management, LLC
- $142 Billion
- Q3 2024
A detailed history of Partnership Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 1,082 shares of VB stock, worth $262,006. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,082
Previous 1,475
26.64%
Holding current value
$262,006
Previous $322 Million
20.16%
% of portfolio
0.18%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,109Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.08 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.24 Billion0.28% of portfolio