Jamison Private Wealth Management, Inc. Vanguard Small Cap Growth ETF Transaction History
Jamison Private Wealth Management, Inc.
- $657 Billion
- Q3 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,304 shares of VBK stock, worth $372,957. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,304
Previous 1,043
25.02%
Holding current value
$372,957
Previous $261 Million
33.69%
% of portfolio
0.05%
Previous 0.04%
Shares
5 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$2.65 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$559 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$489 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$483 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$403 Million1.08% of portfolio