Walter & Keenan Wealth Management LLC Vanguard Small Cap Growth ETF Transaction History
Walter & Keenan Wealth Management LLC
- $328 Million
- Q4 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 8,647 shares of VBK stock, worth $2.25 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
8,647
Previous 6,958
24.27%
Holding current value
$2.25 Million
Previous $1.86 Million
30.16%
% of portfolio
0.74%
Previous 0.57%
Shares
13 transactions
Others Institutions Holding VBK
# of Institutions
1,224Shares Held
46.4MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.5 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$499 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$470 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$440 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$380 Million1.12% of portfolio