Waterford Advisors, LLC Vanguard Small Cap ETF Transaction History
Waterford Advisors, LLC
- $239 Million
- Q2 2024
A detailed history of Waterford Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 3,797 shares of VB stock, worth $914,469. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,797
Previous 3,797
-0.0%
Holding current value
$914,469
Previous $867,000
4.61%
% of portfolio
0.35%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,072Shares Held
147MCall Options Held
62.7KPut Options Held
89.1K-
Bank Of America Corp Charlotte, NC23.7MShares$5.71 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.73 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.7 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.2 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.06 Billion0.24% of portfolio