Forbes Financial Planning, Inc. Vanguard Growth ETF Transaction History
Forbes Financial Planning, Inc.
- $136 Million
- Q4 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 974 shares of VUG stock, worth $398,239. This represents 0.29% of its overall portfolio holdings.
Number of Shares
974
Previous 982
0.81%
Holding current value
$398,239
Previous $377,000
5.84%
% of portfolio
0.29%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,659Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.8 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.7 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.69 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.35 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.11 Billion6.58% of portfolio