Waller Financial Planning Group, Inc Vanguard Small Cap Growth ETF Transaction History
Waller Financial Planning Group, Inc
- $355 Million
- Q1 2025
A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 2,747 shares of VBK stock, worth $681,146. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,747
Previous 2,836
3.14%
Holding current value
$681,146
Previous $794,000
12.59%
% of portfolio
0.2%
Previous 0.2%
Shares
24 transactions
Others Institutions Holding VBK
# of Institutions
1,219Shares Held
45.6MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.37 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$474 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$447 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$418 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$362 Million1.12% of portfolio