Holistic Planning, LLC Vanguard Small Cap Growth ETF Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 4,951 shares of VBK stock, worth $1.41 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
4,951
Previous 4,392
12.73%
Holding current value
$1.41 Million
Previous $1.15 Billion
15.6%
% of portfolio
0.56%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding VBK
# of Institutions
1,118Shares Held
42.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.63 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$555 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$485 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$479 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$400 Million1.08% of portfolio