Wescott Financial Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,936 shares of VBR stock, worth $1.39 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,936
Previous 7,277
4.69%
Holding current value
$1.39 Million
Previous $1.33 Million
4.82%
% of portfolio
0.17%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.71 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$755 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$743 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$479 Million0.49% of portfolio