Valtinson Bruner Financial Planning LLC Vanguard Small Cap ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $231 Million
- Q3 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 14,308 shares of VB stock, worth $3.49 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
14,308
Previous 13,216
8.26%
Holding current value
$3.49 Million
Previous $2.88 Million
17.81%
% of portfolio
1.47%
Previous 1.55%
Shares
20 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio