Iams Wealth Management, LLC Vanguard S&P 500 Growth ETF Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,187 shares of VOOG stock, worth $954,691. This represents 0.38% of its overall portfolio holdings.
Number of Shares
2,187
Previous 2,033
7.58%
Holding current value
$954,691
Previous $806 Million
18.15%
% of portfolio
0.38%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding VOOG
# of Institutions
704Shares Held
12.6MCall Options Held
47.5KPut Options Held
10.6K-
Jpmorgan Chase & CO New York, NY2.21MShares$966 Million0.06% of portfolio
-
Morgan Stanley New York, NY833KShares$364 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC658KShares$287 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$278 Million7.92% of portfolio
-
Ubs Group Ag630KShares$275 Million0.04% of portfolio