Shared Vision Wealth Group LLC Vanguard Small Cap ETF Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 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 $276,293. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,141
Previous 1,141
-0.0%
Holding current value
$276,293
Previous $249 Million
8.79%
% of portfolio
0.14%
Previous 0.14%
Shares
1 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