Wells Trecaso Financial Group, LLC Vanguard Small Cap Growth ETF Transaction History
Wells Trecaso Financial Group, LLC
- $306 Million
- Q4 2024
A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 6,197 shares of VBK stock, worth $1.69 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
6,197
Previous 6,206
0.15%
Holding current value
$1.69 Million
Previous $1.66 Million
4.58%
% of portfolio
0.57%
Previous 0.55%
Shares
26 transactions
Others Institutions Holding VBK
# of Institutions
1,222Shares Held
46.3MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.62 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$523 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$493 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$461 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$399 Million1.12% of portfolio