Castle Rock Wealth Management, LLC Vanguard Extended Market ETF Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 1,815 shares of VXF stock, worth $305,918. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,815
Previous 2,073
12.45%
Holding current value
$305,918
Previous $340,000
6.47%
% of portfolio
0.09%
Previous 0.1%
Shares
21 transactions
Others Institutions Holding VXF
# of Institutions
809Shares Held
44MCall Options Held
16.9KPut Options Held
34.1K-
Morgan Stanley New York, NY3.43MShares$579 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.26MShares$549 Million2.0% of portfolio
-
Envestnet Asset Management Inc3.05MShares$514 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.78MShares$300 Million0.03% of portfolio
-
Fifth Third Bancorp1.31MShares$221 Million0.91% of portfolio