Concord Wealth Partners Vanguard Small Cap Growth ETF Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Concord Wealth Partners holds 407 shares of VBK stock, worth $114,151. This represents 0.02% of its overall portfolio holdings.
Number of Shares
407
Previous 407
-0.0%
Holding current value
$114,151
Previous $101,000
6.93%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding VBK
# of Institutions
1,115Shares Held
42.3MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.6 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$548 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$479 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$473 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$395 Million1.08% of portfolio