Intergy Private Wealth, LLC Vanguard Small Cap Growth ETF Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 3,532 shares of VBK stock, worth $945,904. This represents 0.37% of its overall portfolio holdings.
Number of Shares
3,532
Previous 3,382
4.44%
Holding current value
$945,904
Previous $881,000
0.23%
% of portfolio
0.37%
Previous 0.36%
Shares
11 transactions
Others Institutions Holding VBK
# of Institutions
1,063Shares Held
41.3MCall Options Held
30.1KPut Options Held
19.9K-
Bank Of America Corp Charlotte, NC8.54MShares$2.29 Billion0.19% of portfolio
-
Jones Financial Companies Lllp1.97MShares$527 Million0.57% of portfolio
-
Morgan Stanley New York, NY1.7MShares$456 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.57MShares$420 Million4.25% of portfolio
-
Assetmark, Inc1.36MShares$364 Million1.06% of portfolio