Plan A Wealth LLC Vanguard Growth ETF Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Plan A Wealth LLC holds 567 shares of VUG stock, worth $274,155. This represents 0.14% of its overall portfolio holdings.
Number of Shares
567
Previous 700
19.0%
Holding current value
$274,155
Previous $307 Million
11.39%
% of portfolio
0.14%
Previous 0.17%
Shares
4 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