New Wave Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 19,412 shares of VBK stock, worth $5.42 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
19,412
Previous 20,134
3.59%
Holding current value
$5.42 Million
Previous $5.38 Billion
0.99%
% of portfolio
2.23%
Previous 2.48%
Shares
2 transactions
Others Institutions Holding VBK
# of Institutions
1,221Shares Held
46.4MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.67 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$534 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$503 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$471 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$407 Million1.12% of portfolio