Phillips Financial Management, LLC Vanguard Small Cap Growth ETF Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 108 shares of VBK stock, worth $31,355. This represents 0.0% of its overall portfolio holdings.
Number of Shares
108
Previous 108
-0.0%
Holding current value
$31,355
Previous $27,000
3.7%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,175Shares Held
44.4MCall Options Held
39.5KPut Options Held
27.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.69 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.91MShares$555 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.71MShares$496 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$490 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$424 Million1.12% of portfolio