Sky Oak Wealth, LLC Vanguard Growth ETF Transaction History
Sky Oak Wealth, LLC
- $445 Million
- Q3 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 4,251 shares of VUG stock, worth $1.78 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
4,251
Previous 4,178
1.75%
Holding current value
$1.78 Million
Previous $1.56 Million
4.48%
% of portfolio
0.37%
Previous 0.37%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.71 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.79 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.47 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.39 Billion6.36% of portfolio