Perigon Wealth Management, LLC Vanguard Growth ETF Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 71,828 shares of VUG stock, worth $25.3 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
71,828
Previous 58,897
21.96%
Holding current value
$25.3 Million
Previous $22.6 Million
30.38%
% of portfolio
0.74%
Previous 0.62%
Shares
23 transactions
Others Institutions Holding VUG
# of Institutions
2,680Shares Held
264MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$15.3 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.1 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$4.9 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$2.89 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.68 Billion6.58% of portfolio