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 $22.7 Million. This represents 7.24% of its overall portfolio holdings.
Number of Shares
59,902
Previous 59,235
1.13%
Holding current value
$22.7 Million
Previous $16.1 Million
15.45%
% of portfolio
7.24%
Previous 7.24%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,670Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.1 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio