Wingate Wealth Advisors, Inc. Vanguard Small Cap ETF Transaction History
Wingate Wealth Advisors, Inc.
- $179 Billion
- Q4 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 5,071 shares of VB stock, worth $1.27 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
5,071
Previous 4,527
12.02%
Holding current value
$1.27 Million
Previous $1.15 Billion
13.63%
% of portfolio
0.73%
Previous 0.8%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,506Shares Held
165MCall 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