Stone Point Wealth LLC Vanguard S&P Small Cap 600 Val Transaction History
Stone Point Wealth LLC
- $347 Million
- Q3 2025
A detailed history of Stone Point Wealth LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Stone Point Wealth LLC holds 3,692 shares of VIOV stock, worth $349,964. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,692
Previous 3,731
1.05%
Holding current value
$349,964
Previous $319,000
10.03%
% of portfolio
0.1%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding VIOV
# of Institutions
212Shares Held
6.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY351KShares$33.3 Million0.0% of portfolio
-
Aspiriant, LLC333KShares$31.6 Million0.99% of portfolio
-
N.E.W. Advisory Services LLC306KShares$29 Million2.63% of portfolio
-
Ubs Group Ag304KShares$28.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL234KShares$22.2 Million0.01% of portfolio