Accretive Wealth Partners, LLC Vanguard Small Cap Growth ETF Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 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 3,392 shares of VBK stock, worth $864,790. This represents 0.42% of its overall portfolio holdings.
Number of Shares
3,392
Previous 3,561
4.75%
Holding current value
$864,790
Previous $952,000
0.32%
% of portfolio
0.42%
Previous 0.41%
Shares
10 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$2.44 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$488 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$460 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$430 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$372 Million1.12% of portfolio