Philip James Wealth Mangement, LLC Vanguard Growth ETF Transaction History
Philip James Wealth Mangement, LLC
- $774 Billion
- Q4 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 667 shares of VUG stock, worth $270,621. This represents 0.04% of its overall portfolio holdings.
Number of Shares
667
Previous 666
0.15%
Holding current value
$270,621
Previous $256 Million
7.04%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,662Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.6 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.6 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.65 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.33 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.08 Billion6.58% of portfolio