Roth Financial Partners LLC Vanguard Small Cap ETF Transaction History
Roth Financial Partners LLC
- $245 Million
- Q3 2024
A detailed history of Roth Financial Partners LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Roth Financial Partners LLC holds 13,749 shares of VB stock, worth $3.33 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
13,749
Previous 13,749
-0.0%
Holding current value
$3.33 Million
Previous $3 Million
8.81%
% of portfolio
1.33%
Previous 1.29%
Shares
14 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