Intergy Private Wealth, LLC Vanguard Small Cap Growth ETF Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q1 2025
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 3,801 shares of VBK stock, worth $938,618. This represents 0.37% of its overall portfolio holdings.
Number of Shares
3,801
Previous 3,735
1.77%
Holding current value
$938,618
Previous $1.05 Million
8.13%
% of portfolio
0.37%
Previous 0.39%
Shares
14 transactions
Others Institutions Holding VBK
# of Institutions
1,217Shares Held
45.6MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.36 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$472 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$445 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$417 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$360 Million1.12% of portfolio