Balanced Rock Investment Advisor Vanguard Growth ETF Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Growth ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 1,811 shares of VUG stock, worth $761,217. This represents 0.55% of its overall portfolio holdings.
Number of Shares
1,811
Previous 1,900
4.68%
Holding current value
$761,217
Previous $711 Million
2.16%
% of portfolio
0.55%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,505Shares Held
248MCall Options Held
238KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.8 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.48 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.39 Billion6.36% of portfolio