Stonebridge Financial Planning Group, LLC Vanguard Small Cap ETF Transaction History
Stonebridge Financial Planning Group, LLC
- $215 Million
- Q4 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 2,199 shares of VB stock, worth $522,460. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,199
Previous 2,218
0.86%
Holding current value
$522,460
Previous $526,000
0.38%
% of portfolio
0.25%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,326Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio