Marcum Wealth, LLC Vanguard Small Cap Growth ETF Transaction History
Marcum Wealth, LLC
- $1.14 Billion
- Q1 2025
A detailed history of Marcum Wealth, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,846 shares of VBK stock, worth $538,496. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,846
Previous 1,890
2.33%
Holding current value
$538,496
Previous $529,000
11.91%
% of portfolio
0.04%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding VBK
# of Institutions
1,279Shares Held
45.1MCall Options Held
45.8KPut Options Held
26K-
Bank Of America Corp Charlotte, NC9.99MShares$2.91 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.93MShares$564 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$492 Million4.13% of portfolio
-
Assetmark, Inc1.55MShares$452 Million1.01% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio