Tolleson Wealth Management, Inc. Vanguard Growth ETF Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 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 $295,719. This represents 0.05% of its overall portfolio holdings.
Number of Shares
705
Previous 705
-0.0%
Holding current value
$295,719
Previous $264,000
2.65%
% of portfolio
0.05%
Previous 0.05%
Shares
4 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