Wealth Management Strategies, Inc. Vanguard Small Cap ETF Transaction History
Wealth Management Strategies, Inc.
- $195 Million
- Q3 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 34,595 shares of VB stock, worth $8.64 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
34,595
Previous 28,949
19.5%
Holding current value
$8.64 Million
Previous $6.42 Million
37.03%
% of portfolio
4.52%
Previous 4.42%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio