Wilson & Boucher Capital Management, LLC Vanguard Small Cap Value ETF Transaction History
Wilson & Boucher Capital Management, LLC
- $141 Billion
- Q4 2024
A detailed history of Wilson & Boucher Capital Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 1,921 shares of VBR stock, worth $356,499. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,921
Previous 1,921
-0.0%
Holding current value
$356,499
Previous $386 Million
1.29%
% of portfolio
0.27%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,710Shares Held
95.8MCall 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