Wealth Management Strategies, Inc. Vanguard Growth ETF Transaction History
Wealth Management Strategies, Inc.
- $195 Million
- Q3 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 82,515 shares of VUG stock, worth $39.9 Million. This represents 20.33% of its overall portfolio holdings.
Number of Shares
82,515
Previous 68,101
21.17%
Holding current value
$39.9 Million
Previous $25.3 Million
56.71%
% of portfolio
20.33%
Previous 17.38%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,916Shares 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