Accretive Wealth Partners, LLC Vanguard Small Cap Growth ETF Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,561 shares of VBK stock, worth $996,866. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,561
Previous 3,562
0.03%
Holding current value
$996,866
Previous $890,000
6.97%
% of portfolio
0.41%
Previous 0.38%
Shares
9 transactions
Others Institutions Holding VBK
# of Institutions
1,125Shares Held
42.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.6 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$547 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$479 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$472 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$394 Million1.08% of portfolio