Holos Integrated Wealth LLC Vanguard Small Cap Growth ETF Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 711 shares of VBK stock, worth $198,326. This represents 0.12% of its overall portfolio holdings.
Number of Shares
711
Previous 711
-0.0%
Holding current value
$198,326
Previous $199 Million
10.1%
% of portfolio
0.12%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,231Shares Held
44.8MCall Options Held
51KPut Options Held
33K-
Bank Of America Corp Charlotte, NC9.86MShares$2.75 Billion0.2% of portfolio
-
Morgan Stanley New York, NY1.87MShares$523 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$471 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$430 Million1.03% of portfolio
-
Royal Bank Of Canada Toronto, A6988KShares$276 Million0.05% of portfolio