Stone Point Wealth LLC Vanguard Small Cap Value ETF Transaction History
Stone Point Wealth LLC
- $294 Million
- Q4 2024
A detailed history of Stone Point Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 29,847 shares of VBR stock, worth $5.64 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
29,847
Previous 33,053
9.7%
Holding current value
$5.64 Million
Previous $6.64 Million
10.86%
% of portfolio
2.01%
Previous 2.17%
Shares
13 transactions
Others Institutions Holding VBR
# of Institutions
1,710Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.49 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$755 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$729 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$670 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$453 Million0.45% of portfolio