Portside Wealth Group, LLC Vanguard Small Cap Growth ETF Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 2025
A detailed history of Portside Wealth Group, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,937 shares of VBK stock, worth $819,246. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,937
Previous 1,260
133.1%
Holding current value
$819,246
Previous $353 Million
109.55%
% of portfolio
0.12%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VBK
# of Institutions
1,231Shares Held
44.8MCall Options Held
51KPut Options Held
33K-
Bank Of America Corp Charlotte, NC9.86MShares$2.75 Billion0.2% of portfolio
-
Morgan Stanley New York, NY1.87MShares$523 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$471 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$430 Million1.03% of portfolio
-
Royal Bank Of Canada Toronto, A6988KShares$276 Million0.05% of portfolio