National Wealth Management Group, LLC Vanguard Growth ETF Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,635 shares of VUG stock, worth $685,817. This represents 0.43% of its overall portfolio holdings.
Number of Shares
1,635
Previous 1,479
10.55%
Holding current value
$685,817
Previous $553 Million
13.48%
% of portfolio
0.43%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.71 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.79 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.47 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.39 Billion6.36% of portfolio