Perfromance Wealth Partners, LLC Vanguard Small Cap Growth ETF Transaction History
Perfromance Wealth Partners, LLC
- $3.08 Billion
- Q2 2025
A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 37,913 shares of VBK stock, worth $11.6 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
37,913
Previous 39,178
3.23%
Holding current value
$11.6 Million
Previous $9.86 Million
6.45%
% of portfolio
0.34%
Previous 0.36%
Shares
15 transactions
Others Institutions Holding VBK
# of Institutions
1,249Shares Held
44.7MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio