Tolleson Wealth Management, Inc. Vanguard Growth ETF Transaction History
Tolleson Wealth Management, Inc.
- $507 Million
- Q2 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 705 shares of VUG stock, worth $277,946. This represents 0.05% of its overall portfolio holdings.
Number of Shares
705
Previous 705
-0.0%
Holding current value
$277,946
Previous $243,000
8.64%
% of portfolio
0.05%
Previous 0.05%
Shares
4 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 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$9.05 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.36 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.39 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.29 Billion1.11% of portfolio