Wingate Wealth Advisors, Inc. Vanguard Small Cap ETF Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 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 4,527 shares of VB stock, worth $1.13 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
4,527
Previous 3,418
32.45%
Holding current value
$1.13 Million
Previous $810 Million
42.13%
% of portfolio
0.8%
Previous 0.72%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,484Shares Held
164MCall 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