Wells Trecaso Financial Group, LLC Vanguard Small Cap Value ETF Transaction History
Wells Trecaso Financial Group, LLC
- $306 Million
- Q4 2024
A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 15,085 shares of VBR stock, worth $2.82 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
15,085
Previous 14,858
1.53%
Holding current value
$2.82 Million
Previous $2.98 Million
0.2%
% of portfolio
0.98%
Previous 0.98%
Shares
29 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.45 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$749 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$722 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$664 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$449 Million0.45% of portfolio