Total Wealth Planning, LLC Vanguard Small Cap Growth ETF Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 63,843 shares of VBK stock, worth $18.6 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
63,843
Previous 63,424
0.66%
Holding current value
$18.6 Million
Previous $17 Million
5.44%
% of portfolio
2.96%
Previous 2.8%
Shares
25 transactions
Others Institutions Holding VBK
# of Institutions
1,145Shares Held
43.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.7 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$569 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$498 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$491 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$410 Million1.08% of portfolio