Sonoma Private Wealth LLC Vanguard Growth ETF Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 3,413 shares of VUG stock, worth $1.33 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
3,413
Previous 3,572
4.45%
Holding current value
$1.33 Million
Previous $1.34 Billion
1.92%
% of portfolio
2.04%
Previous 2.17%
Shares
4 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