Trivant Custom Portfolio Group, LLC Vanguard Small Cap Value ETF Transaction History
Trivant Custom Portfolio Group, LLC
- $171 Billion
- Q4 2024
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 1,000 shares of VBR stock, worth $197,690. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$197,690
Previous $201 Million
1.29%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,695Shares Held
100MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.65 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$870 Million4.76% of portfolio
-
Assetmark, Inc4MShares$790 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$763 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$701 Million1.69% of portfolio