Mowery & Schoenfeld Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $63.3 Billion
- Q3 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 $137,606. This represents 0.2% of its overall portfolio holdings.
Number of Shares
462
Previous 462
-0.0%
Holding current value
$137,606
Previous $116 Million
6.89%
% of portfolio
0.2%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,115Shares Held
42.3MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.76 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$582 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$509 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$503 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$419 Million1.08% of portfolio