Legacy Wealth Planning, LLC Vanguard Small Cap Growth ETF Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 7,675 shares of VBK stock, worth $2.27 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
7,675
Previous 7,760
1.1%
Holding current value
$2.27 Million
Previous $1.53 Million
2.03%
% of portfolio
2.48%
Previous 2.19%
Shares
13 transactions
Others Institutions Holding VBK
# of Institutions
1,140Shares Held
42.8MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.75 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$579 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$507 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$500 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$417 Million1.08% of portfolio