Wheelhouse Advisory Group LLC Vanguard Small Cap Growth ETF Transaction History
Wheelhouse Advisory Group LLC
- $168 Billion
- Q4 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 2,039 shares of VBK stock, worth $505,610. This represents 0.34% of its overall portfolio holdings.
Number of Shares
2,039
Previous 2,319
12.07%
Holding current value
$505,610
Previous $620 Million
7.89%
% of portfolio
0.34%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding VBK
# of Institutions
1,227Shares Held
46.4MCall 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