Hillcrest Wealth Advisors Ny, LLC Vanguard Growth ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $210 Million
- Q4 2024
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 10,050 shares of VUG stock, worth $3.91 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
10,050
Previous 10,300
2.43%
Holding current value
$3.91 Million
Previous $3.95 Million
4.3%
% of portfolio
1.96%
Previous 1.97%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,667Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.9 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.1 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.41 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.19 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.95 Billion6.58% of portfolio