San Luis Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
San Luis Wealth Advisors LLC
- $442 Million
- Q1 2025
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 9,927 shares of VBK stock, worth $2.63 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
9,927
Previous 12,471
20.4%
Holding current value
$2.63 Million
Previous $3.49 Million
28.46%
% of portfolio
0.57%
Previous 0.66%
Shares
3 transactions
Others Institutions Holding VBK
# of Institutions
1,208Shares Held
44.8MCall Options Held
48.5KPut Options Held
33K-
Bank Of America Corp Charlotte, NC9.86MShares$2.61 Billion0.2% of portfolio
-
Morgan Stanley New York, NY1.87MShares$496 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$447 Million4.13% of portfolio
-
Assetmark, Inc1.51MShares$401 Million1.05% of portfolio
-
Royal Bank Of Canada Toronto, A6988KShares$262 Million0.05% of portfolio