Wealth Preservation Advisors, LLC Vanguard Small Cap Growth ETF Transaction History
Wealth Preservation Advisors, LLC
- $162 Billion
- Q2 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 1,277 shares of VBK stock, worth $391,272. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,277
Previous 1,198
6.59%
Holding current value
$391,272
Previous $302 Million
17.25%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding VBK
# of Institutions
1,248Shares Held
44.6MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio