Wescott Financial Advisory Group, LLC Vanguard Small Cap Growth ETF Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 804 shares of VBK stock, worth $225,071. This represents 0.03% of its overall portfolio holdings.
Number of Shares
804
Previous 804
-0.0%
Holding current value
$225,071
Previous $201,000
6.47%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VBK
# of Institutions
1,125Shares Held
42.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.6 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$547 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$479 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$472 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$394 Million1.08% of portfolio