Measured Wealth Private Client Group, LLC Vanguard Russell 1000 Growth E Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	BUY	$54.21 - $66.18 $255,274 - $311,641	4,709 New	4,709 $255,000

Others Institutions Holding VONG

# of Institutions

739

Shares Held

148M

Call Options Held

25.7K

Put Options Held

2.1K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.18 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.09 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$654 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$543 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$490 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

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