Talisman Wealth Advisors LLC Vanguard Growth ETF Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,440 shares of VUG stock, worth $952,112. This represents 1.06% of its overall portfolio holdings.
Number of Shares
2,440
Previous 2,440
-0.0%
Holding current value
$952,112
Previous $839,000
8.7%
% of portfolio
1.06%
Previous 1.06%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,315Shares Held
243MCall Options Held
196KPut Options Held
135K-
Bank Of America Corp Charlotte, NC43.1MShares$16.8 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.96 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.31 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.36 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.26 Billion1.11% of portfolio