Next Level Wealth Planning, LLC Vanguard Growth ETF Transaction History
Next Level Wealth Planning, LLC
- $188 Billion
- Q4 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 649 shares of VUG stock, worth $313,804. This represents 0.17% of its overall portfolio holdings.
Number of Shares
649
Previous 634
2.37%
Holding current value
$313,804
Previous $304 Million
4.14%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,961Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio