Schwallier Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Schwallier Wealth Management LLC
- $123 Billion
- Q2 2024
A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 5,904 shares of VBR stock, worth $1.19 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
5,904
Previous 6,342
6.91%
Holding current value
$1.19 Million
Previous $1.22 Billion
11.45%
% of portfolio
0.88%
Previous 0.98%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,494Shares Held
89.9MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.38 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$782 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$772 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$741 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$474 Million0.5% of portfolio