Talisman Wealth Advisors LLC Vanguard Growth ETF Transaction History
Talisman Wealth Advisors LLC
- $96.1 Million
- Q3 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,442 shares of VUG stock, worth $998,460. This represents 0.97% of its overall portfolio holdings.
Number of Shares
2,442
Previous 2,440
0.08%
Holding current value
$998,460
Previous $912,000
2.74%
% of portfolio
0.97%
Previous 1.06%
Shares
7 transactions
Others Institutions Holding VUG
# of Institutions
2,659Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.8 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.7 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.69 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.35 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.11 Billion6.58% of portfolio