Portside Wealth Group, LLC Vanguard Small Cap Growth ETF Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 2025
A detailed history of Portside Wealth Group, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,937 shares of VBK stock, worth $694,688. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,937
Previous 1,260
133.1%
Holding current value
$694,688
Previous $353 Million
109.55%
% of portfolio
0.12%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VBK
# of Institutions
1,227Shares Held
45.9MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.26 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$452 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$426 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$399 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$345 Million1.12% of portfolio