West Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
A detailed history of West Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,980 shares of VBR stock, worth $367,448. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,980
Previous 2,079
4.76%
Holding current value
$367,448
Previous $417,000
6.0%
% of portfolio
0.08%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding VBR
# of Institutions
1,710Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.42 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$742 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$716 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$658 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$446 Million0.45% of portfolio