Balanced Rock Investment Advisor Vanguard Growth ETF Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 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 1,900 shares of VUG stock, worth $752,970. This represents 0.6% of its overall portfolio holdings.
Number of Shares
1,900
Previous 1,428
33.05%
Holding current value
$752,970
Previous $492 Million
44.58%
% of portfolio
0.6%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,305Shares Held
243MCall Options Held
194KPut Options Held
134K-
Bank Of America Corp Charlotte, NC43.1MShares$17.1 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$9.1 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.39 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.41 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.31 Billion1.11% of portfolio