Pur Efi Wealth, LLC Vanguard Small Cap ETF Transaction History

Pur Efi Wealth, LLC

$102 Billion
Q4 2024

A detailed history of Pur Efi Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 1,175 shares of VB stock, worth $292,575. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,175

Holding current value

$292,575

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$233.76 - $261.58 $274,668 - $307,356	1,175 New	1,175 $282 Million

Others Institutions Holding VB

# of Institutions

2,167

Shares Held

155M

Call Options Held

102K

Put Options Held

107K

Bank Of America Corp Charlotte, NC

25.1M
Shares

$6.25 Billion
0.5% of portfolio
Morgan Stanley New York, NY

7.34M
Shares

$1.83 Billion
0.13% of portfolio
Jones Financial Companies Lllp

7.21M
Shares

$1.8 Billion
1.76% of portfolio
Envestnet Asset Management Inc

5.21M
Shares

$1.3 Billion
0.41% of portfolio
Wells Fargo & Company San Francisco, CA

5.13M
Shares

$1.28 Billion
0.28% of portfolio

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About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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