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 $2.02 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
7,675
Previous 7,760
1.1%
Holding current value
$2.02 Million
Previous $1.53 Million
2.03%
% of portfolio
2.48%
Previous 2.19%
Shares
13 transactions
Others Institutions Holding VBK
# of Institutions
1,208Shares Held
44.8MCall Options Held
48.5KPut Options Held
33K-
Bank Of America Corp Charlotte, NC9.86MShares$2.6 Billion0.2% of portfolio
-
Morgan Stanley New York, NY1.87MShares$494 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$445 Million4.13% of portfolio
-
Assetmark, Inc1.51MShares$400 Million1.05% of portfolio
-
Royal Bank Of Canada Toronto, A6988KShares$261 Million0.05% of portfolio