Tradition Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Tradition Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 67,810 shares of VBR stock, worth $12.4 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
67,810
Previous 67,537
0.4%
Holding current value
$12.4 Million
Previous $13.6 Million
0.9%
% of portfolio
1.27%
Previous 1.28%
Shares
17 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.38 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$732 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$706 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$649 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$439 Million0.45% of portfolio