Intergy Private Wealth, LLC Vanguard Small Cap Growth ETF Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 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 3,735 shares of VBK stock, worth $944,842. This represents 0.39% of its overall portfolio holdings.
Number of Shares
3,735
Previous 3,700
0.95%
Holding current value
$944,842
Previous $989,000
5.76%
% of portfolio
0.39%
Previous 0.38%
Shares
13 transactions
Others Institutions Holding VBK
# of Institutions
1,229Shares Held
45.9MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.42 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$484 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$456 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$427 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$369 Million1.12% of portfolio