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 $1.45 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
3,413
Previous 3,572
4.45%
Holding current value
$1.45 Million
Previous $1.34 Billion
1.92%
% of portfolio
2.04%
Previous 2.17%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.87 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.89 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.53 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio