Pasadena Private Wealth, LLC Vanguard Small Cap ETF Transaction History
Pasadena Private Wealth, LLC
- $458 Million
- Q4 2024
A detailed history of Pasadena Private Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 1,824 shares of VB stock, worth $455,343. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,824
Previous 979
86.31%
Holding current value
$455,343
Previous $232,000
88.79%
% of portfolio
0.1%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,187Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio