Unique Wealth Strategies, LLC Vanguard Small Cap ETF Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 5,266 shares of VB stock, worth $1.26 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
5,266
Previous 5,266
-0.0%
Holding current value
$1.26 Million
Previous $1.2 Billion
-0.0%
% of portfolio
0.56%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,067Shares Held
147MCall Options Held
62.7KPut Options Held
89.1K-
Bank Of America Corp Charlotte, NC23.7MShares$5.67 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.72 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.68 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.19 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.05 Billion0.24% of portfolio