True Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
True Wealth Advisors, LLC
- $291 Million
- Q3 2025
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 1,439 shares of VB stock, worth $359,476. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,439
Previous 1,470
2.11%
Holding current value
$359,476
Previous $348,000
4.89%
% of portfolio
0.13%
Previous 0.13%
Shares
21 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio