Proactive Wealth Strategies LLC Vanguard Growth ETF Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 1,315 shares of VUG stock, worth $635,828. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,315
Previous 1,314
0.08%
Holding current value
$635,828
Previous $576,000
9.38%
% of portfolio
0.29%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,911Shares Held
277MCall Options Held
345KPut Options Held
178K-
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