Strategic Family Wealth Counselors, L.L.C. Vanguard Small Cap Growth ETF Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$196.36 - $245.46 $167,495 - $209,377	853 New	853 $206,000
Q1 2022 May 04, 2022	SELL	$224.28 - $282.83 $194,450 - $245,213	-867 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$269.22 - $305.79 $233,413 - $265,119	867 New	867 $244,000

Others Institutions Holding VBK

# of Institutions

1,117

Shares Held

42.2M

Call Options Held

53.1K

Put Options Held

28.3K

Bank Of America Corp Charlotte, NC

9.28M
Shares

$2.78 Billion
0.21% of portfolio
Jones Financial Companies Lllp

1.95M
Shares

$586 Million
0.54% of portfolio
Morgan Stanley New York, NY

1.71M
Shares

$513 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

1.69M
Shares

$506 Million
4.13% of portfolio
Assetmark, Inc

1.41M
Shares

$422 Million
1.08% of portfolio

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About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
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