Phoenix Wealth Advisors Vanguard Growth ETF Transaction History
Phoenix Wealth Advisors
- $229 Million
- Q4 2024
A detailed history of Phoenix Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Phoenix Wealth Advisors holds 681 shares of VUG stock, worth $257,642. This represents 0.12% of its overall portfolio holdings.
Number of Shares
681
Previous 681
-0.0%
Holding current value
$257,642
Previous $261,000
6.9%
% of portfolio
0.12%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding VUG
# of Institutions
2,669Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.1 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio