Falcon Wealth Planning Vanguard Small Cap Growth ETF Transaction History
Falcon Wealth Planning
- $631 Million
- Q1 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 8,851 shares of VBK stock, worth $2.21 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
8,851
Previous 9,142
3.18%
Holding current value
$2.21 Million
Previous $2.21 Million
4.39%
% of portfolio
0.37%
Previous 0.39%
Shares
14 transactions
Others Institutions Holding VBK
# of Institutions
1,069Shares Held
39.7MCall Options Held
45.9KPut Options Held
17.7K-
Bank Of America Corp Charlotte, NC8.24MShares$2.06 Billion0.2% of portfolio
-
Jones Financial Companies Lllp2.39MShares$598 Million0.85% of portfolio
-
Morgan Stanley New York, NY1.93MShares$484 Million0.04% of portfolio
-
Assetmark, Inc1.31MShares$328 Million1.12% of portfolio
-
Ci Private Wealth, LLC Miami, FL889KShares$222 Million0.36% of portfolio