Mowery & Schoenfeld Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51.4 Billion
- Q4 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 462 shares of VBK stock, worth $129,013. This represents 0.25% of its overall portfolio holdings.
Number of Shares
462
Previous 462
-0.0%
Holding current value
$129,013
Previous $124 Million
4.75%
% of portfolio
0.25%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,220Shares Held
46.4MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.67 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$534 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$503 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$471 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$407 Million1.12% of portfolio