Perfromance Wealth Partners, LLC Vanguard Small Cap Growth ETF Transaction History
Perfromance Wealth Partners, LLC
- $2.38 Billion
- Q1 2024
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 59,158 shares of VBK stock, worth $14.8 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
59,158
Previous 135,994
56.5%
Holding current value
$14.8 Million
Previous $32.9 Million
53.09%
% of portfolio
0.65%
Previous 1.45%
Shares
10 transactions
Others Institutions Holding VBK
# of Institutions
1,063Shares Held
39.7MCall Options Held
45.9KPut Options Held
17.7K-
Bank Of America Corp Charlotte, NC8.24MShares$2.06 Billion0.2% of portfolio
-
Jones Financial Companies Lllp2.39MShares$599 Million0.85% of portfolio
-
Morgan Stanley New York, NY1.93MShares$484 Million0.04% of portfolio
-
Assetmark, Inc1.31MShares$328 Million1.12% of portfolio
-
Ci Private Wealth, LLC Miami, FL889KShares$222 Million0.36% of portfolio