Vestia Personal Wealth Advisors Vanguard Small Cap Value ETF Transaction History
Vestia Personal Wealth Advisors
- $93.7 Billion
- Q2 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,417 shares of VBR stock, worth $285,497. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,417Holding current value
$285,497% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,496Shares Held
89.9MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.38 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$782 Million0.06% of portfolio
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Betterment LLC New York, NY3.83MShares$772 Million1.81% of portfolio
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Assetmark, Inc3.68MShares$741 Million2.09% of portfolio
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Jones Financial Companies Lllp2.35MShares$474 Million0.5% of portfolio