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 $32,232. This represents 0.0% of its overall portfolio holdings.
Number of Shares
108
Previous 108
-0.0%
Holding current value
$32,232
Previous $27,000
3.7%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,117Shares Held
42.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.77 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$583 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$510 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$504 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$420 Million1.08% of portfolio