Waypoint Wealth Counsel Vanguard Small Cap ETF Transaction History
Waypoint Wealth Counsel
- $153 Billion
- Q4 2024
A detailed history of Waypoint Wealth Counsel transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 14,022 shares of VB stock, worth $3.54 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
14,022
Previous 13,964
0.42%
Holding current value
$3.54 Million
Previous $3.31 Billion
1.72%
% of portfolio
2.2%
Previous 2.23%
Shares
9 transactions
Others Institutions Holding VB
# of Institutions
2,141Shares Held
151MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.33 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.85 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.82 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.29 Billion0.28% of portfolio