Wolff Financial Management LLC Vanguard Small Cap ETF Transaction History
Wolff Financial Management LLC
- $360 Million
- Q4 2024
A detailed history of Wolff Financial Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wolff Financial Management LLC holds 110,481 shares of VB stock, worth $27.4 Million. This represents 7.37% of its overall portfolio holdings.
Number of Shares
110,481
Previous 110,368
0.1%
Holding current value
$27.4 Million
Previous $26.2 Million
1.4%
% of portfolio
7.37%
Previous 7.11%
Shares
22 transactions
Others Institutions Holding VB
# of Institutions
2,304Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$6.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.87 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.41 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.3 Billion0.42% of portfolio