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 $1.25 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
5,266
Previous 5,266
-0.0%
Holding current value
$1.25 Million
Previous $1.2 Billion
-0.0%
% of portfolio
0.56%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,319Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.91 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.75 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio