Ledge Wealth Management, Inc. Vanguard Growth ETF Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
A detailed history of Ledge Wealth Management, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 59,902 shares of VUG stock, worth $24.8 Million. This represents 7.24% of its overall portfolio holdings.
Number of Shares
59,902
Previous 59,235
1.13%
Holding current value
$24.8 Million
Previous $16.1 Million
15.45%
% of portfolio
7.24%
Previous 7.24%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,392Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.1 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.58 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.71 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.42 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.34 Billion6.36% of portfolio