Accretive Wealth Partners, LLC Vanguard Small Cap Growth ETF Transaction History
Accretive Wealth Partners, LLC
- $274 Million
- Q1 2025
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,439 shares of VBK stock, worth $907,276. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,439
Previous 3,392
1.39%
Holding current value
$907,276
Previous $949,000
8.85%
% of portfolio
0.32%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding VBK
# of Institutions
1,209Shares 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