Falcon Wealth Planning Vanguard Small Cap Growth ETF Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 8,480 shares of VBK stock, worth $2.39 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
8,480
Previous 8,643
1.89%
Holding current value
$2.39 Million
Previous $2.16 Million
4.91%
% of portfolio
0.28%
Previous 0.28%
Shares
16 transactions
Others Institutions Holding VBK
# of Institutions
1,117Shares Held
42.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.61 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$550 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$481 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$475 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$396 Million1.08% of portfolio