Proactive Wealth Strategies LLC Vanguard Growth ETF Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
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 1,255 shares of VUG stock, worth $511,211. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,255
Previous 1,170
7.26%
Holding current value
$511,211
Previous $449,000
14.7%
% of portfolio
0.27%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,657Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.7 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.6 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.67 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.34 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.09 Billion6.58% of portfolio