Sterling Group Wealth Management, LLC Vanguard Growth ETF Transaction History
Sterling Group Wealth Management, LLC
- $192 Million
- Q4 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 771 shares of VUG stock, worth $315,238. This represents 0.16% of its overall portfolio holdings.
Number of Shares
771
Previous 716
7.68%
Holding current value
$315,238
Previous $274,000
15.33%
% of portfolio
0.16%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,659Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.8 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.7 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.69 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.35 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.11 Billion6.58% of portfolio