Walter & Keenan Wealth Management LLC Vanguard Small Cap Growth ETF Transaction History
Walter & Keenan Wealth Management LLC
- $330 Million
- Q1 2025
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 6,965 shares of VBK stock, worth $1.72 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
6,965
Previous 8,647
19.45%
Holding current value
$1.72 Million
Previous $2.42 Million
27.59%
% of portfolio
0.53%
Previous 0.74%
Shares
14 transactions
Others Institutions Holding VBK
# of Institutions
1,220Shares Held
45.9MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.36 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$472 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$445 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$417 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$360 Million1.12% of portfolio