9258 Wealth Management, LLC Vanguard Growth ETF Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,854 shares of VUG stock, worth $701,423. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,854
Previous 2,791
33.57%
Holding current value
$701,423
Previous $1.04 Million
31.83%
% of portfolio
0.11%
Previous 0.16%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,669Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.1 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio