Diversify Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 835 shares of VBK stock, worth $220,289. This represents 0.02% of its overall portfolio holdings.
Number of Shares
835
Previous 771
8.3%
Holding current value
$220,289
Previous $216 Million
3.62%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VBK
# of Institutions
1,208Shares Held
44.8MCall Options Held
48.5KPut Options Held
33K-
Bank Of America Corp Charlotte, NC9.86MShares$2.6 Billion0.2% of portfolio
-
Morgan Stanley New York, NY1.87MShares$494 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$445 Million4.13% of portfolio
-
Assetmark, Inc1.51MShares$400 Million1.05% of portfolio
-
Royal Bank Of Canada Toronto, A6988KShares$261 Million0.05% of portfolio