Shared Vision Wealth Group LLC Vanguard Small Cap ETF Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,141 shares of VB stock, worth $284,987. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,141
Previous 1,141
-0.0%
Holding current value
$284,987
Previous $271 Million
1.29%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,306Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$6.2 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.88 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.83 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.42 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.31 Billion0.42% of portfolio