Dopkins Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Dopkins Wealth Management, LLC
- $120 Million
- Q3 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 12,957 shares of VBK stock, worth $3.71 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
12,957
Previous 15,031
13.8%
Holding current value
$3.71 Million
Previous $3.76 Million
7.85%
% of portfolio
2.88%
Previous 2.38%
Shares
12 transactions
Others Institutions Holding VBK
# of Institutions
1,118Shares Held
42.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.65 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$559 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$489 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$483 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$403 Million1.08% of portfolio