Cassady Schiller Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 486 shares of VBK stock, worth $122,943. This represents 0.05% of its overall portfolio holdings.
Number of Shares
486
Previous 486
-0.0%
Holding current value
$122,943
Previous $129,000
5.43%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding VBK
# of Institutions
1,227Shares Held
45.9MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.42 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$484 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$456 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$427 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$369 Million1.12% of portfolio