Oak Harbor Wealth Partners, LLC Vanguard Growth ETF Transaction History
Oak Harbor Wealth Partners, LLC
- $395 Million
- Q3 2025
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 612 shares of VUG stock, worth $295,914. This represents 0.07% of its overall portfolio holdings.
Number of Shares
612
Previous 494
23.89%
Holding current value
$295,914
Previous $216,000
35.65%
% of portfolio
0.07%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares 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