Copia Wealth Management Vanguard Small Cap Growth ETF Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Copia Wealth Management holds 1,281 shares of VBK stock, worth $337,953. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,281
Previous 1,189
7.74%
Holding current value
$337,953
Previous $333 Million
3.15%
% of portfolio
0.3%
Previous 0.32%
Shares
2 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