Lwm Advisors Inc Vanguard Small Cap Growth ETF Transaction History
Lwm Advisors Inc
- $97.3 Billion
- Q1 2025
A detailed history of Lwm Advisors Inc transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Lwm Advisors Inc holds 942 shares of VBK stock, worth $261,263. This represents 0.25% of its overall portfolio holdings.
Number of Shares
942
Previous 807
16.73%
Holding current value
$261,263
Previous $226 Million
7.04%
% of portfolio
0.25%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding VBK
# of Institutions
1,209Shares Held
44.8MCall Options Held
48.5KPut Options Held
33K-
Bank Of America Corp Charlotte, NC9.86MShares$2.73 Billion0.2% of portfolio
-
Morgan Stanley New York, NY1.87MShares$520 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$468 Million4.13% of portfolio
-
Assetmark, Inc1.51MShares$420 Million1.05% of portfolio
-
Royal Bank Of Canada Toronto, A6988KShares$274 Million0.05% of portfolio