San Luis Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
San Luis Wealth Advisors LLC
- $528 Million
- Q4 2024
A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 12,471 shares of VBK stock, worth $3.58 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
12,471
Previous 13,187
5.43%
Holding current value
$3.58 Million
Previous $3.53 Million
0.94%
% of portfolio
0.66%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding VBK
# of Institutions
1,133Shares Held
42.7MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.66 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$561 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$490 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$484 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$404 Million1.08% of portfolio