Legacy Wealth Planning, LLC Vanguard Small Cap Growth ETF Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 7,675 shares of VBK stock, worth $2.18 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
7,675
Previous 7,760
1.1%
Holding current value
$2.18 Million
Previous $1.53 Million
2.03%
% of portfolio
2.48%
Previous 2.19%
Shares
13 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$2.63 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$555 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$485 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$479 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$400 Million1.08% of portfolio