Sound Financial Strategies Group, LLC Vanguard Small Cap ETF Transaction History
Sound Financial Strategies Group, LLC
- $114 Million
- Q3 2024
A detailed history of Sound Financial Strategies Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 3,285 shares of VB stock, worth $817,965. This represents 0.69% of its overall portfolio holdings.
Number of Shares
3,285
Previous 3,320
1.05%
Holding current value
$817,965
Previous $723,000
7.75%
% of portfolio
0.69%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,161Shares Held
152MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.25 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio