Trademark Financial Management, LLC Vanguard Growth ETF Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
A detailed history of Trademark Financial Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 2,439 shares of VUG stock, worth $989,575. This represents 0.8% of its overall portfolio holdings.
Number of Shares
2,439
Previous 2,471
1.3%
Holding current value
$989,575
Previous $949 Million
5.5%
% of portfolio
0.8%
Previous 0.75%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,662Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.6 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.6 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.65 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.33 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.08 Billion6.58% of portfolio