Valtinson Bruner Financial Planning LLC Vanguard Small Cap ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 13,216 shares of VB stock, worth $3.16 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
13,216
Previous 12,952
2.04%
Holding current value
$3.16 Million
Previous $2.96 Million
2.67%
% of portfolio
1.55%
Previous 1.6%
Shares
19 transactions
Others Institutions Holding VB
# of Institutions
2,061Shares Held
147MCall Options Held
63.7KPut Options Held
88.6K-
Bank Of America Corp Charlotte, NC23.7MShares$5.66 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