Golden State Wealth Management, LLC Vanguard Growth ETF Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,897 shares of VUG stock, worth $1.4 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,897
Previous 2,916
0.65%
Holding current value
$1.4 Million
Previous $1.28 Billion
8.7%
% of portfolio
0.15%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio