Trinity Point Wealth, LLC Vanguard Small Cap Value ETF Transaction History
Trinity Point Wealth, LLC
- $680 Million
- Q3 2024
A detailed history of Trinity Point Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 2,850 shares of VBR stock, worth $570,627. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,850
Previous 2,858
0.28%
Holding current value
$570,627
Previous $521,000
9.79%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.69 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$764 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$752 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$740 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$477 Million0.49% of portfolio