Carlsbad Wealth Advisory Group, Inc. Vanguard Growth ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 3,217 shares of VUG stock, worth $1.37 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
3,217Holding current value
$1.37 Million% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.87 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.89 Billion0.39% of portfolio
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Envestnet Asset Management Inc8.27MShares$3.53 Billion1.05% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio