Journey Beyond Wealth, LLC Vanguard Growth ETF Transaction History
Journey Beyond Wealth, LLC
- $122 Billion
- Q3 2025
A detailed history of Journey Beyond Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 14,818 shares of VUG stock, worth $7.16 Million. This represents 5.85% of its overall portfolio holdings.
Number of Shares
14,818
Previous 16,491
10.14%
Holding current value
$7.16 Million
Previous $7.23 Billion
1.7%
% of portfolio
5.85%
Previous 6.1%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio