Philip James Wealth Mangement, LLC Vanguard Growth ETF Transaction History
Philip James Wealth Mangement, LLC
- $863 Billion
- Q4 2025
A detailed history of Philip James Wealth Mangement, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 533 shares of VUG stock, worth $257,716. This represents 0.03% of its overall portfolio holdings.
Number of Shares
533
Previous 540
1.3%
Holding current value
$257,716
Previous $259 Million
0.42%
% of portfolio
0.03%
Previous 0.03%
Shares
7 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