Goal Vest Advisory LLC Vanguard Small Cap Growth ETF Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 379 shares of VBK stock, worth $108,397. This represents 0.03% of its overall portfolio holdings.
Number of Shares
379
Previous 379
-0.0%
Holding current value
$108,397
Previous $94,000
7.45%
% of portfolio
0.03%
Previous 0.03%
Shares
6 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