Wiser Wealth Management, Inc Vanguard S&P Small Cap 600 ETF Transaction History
Wiser Wealth Management, Inc
- $354 Million
- Q4 2024
A detailed history of Wiser Wealth Management, Inc transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 122,650 shares of VIOO stock, worth $11.6 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
122,650
Previous 121,443
0.99%
Holding current value
$11.6 Million
Previous $13.1 Million
1.0%
% of portfolio
3.67%
Previous 3.78%
Shares
11 transactions
Others Institutions Holding VIOO
# of Institutions
362Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$154 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$110 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$68.1 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$56.5 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$44.2 Million0.02% of portfolio