Sky Oak Wealth, LLC Vanguard Growth ETF Transaction History
Sky Oak Wealth, LLC
- $427 Million
- Q2 2024
A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 4,178 shares of VUG stock, worth $1.66 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
4,178
Previous 3,655
14.31%
Holding current value
$1.66 Million
Previous $1.26 Million
24.17%
% of portfolio
0.37%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding VUG
# of Institutions
2,305Shares Held
243MCall Options Held
194KPut Options Held
134K-
Bank Of America Corp Charlotte, NC43.1MShares$17.1 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$9.1 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.39 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.41 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.31 Billion1.11% of portfolio