Valley Financial Management, Inc. Vanguard Russell 1000 Growth E Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Valley Financial Management, Inc. holds 289,018 shares of VONG stock, worth $35 Million. This represents 10.59% of its overall portfolio holdings.
Number of Shares
289,018
Previous 177,230
63.08%
Holding current value
$35 Million
Previous $11.1 Billion
83.48%
% of portfolio
10.59%
Previous 6.89%
Shares
4 transactions
Others Institutions Holding VONG
# of Institutions
869Shares Held
174MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC33.8MShares$4.09 Billion0.28% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.5MShares$1.28 Billion1.57% of portfolio
-
Avantax Advisory Services, Inc.10.1MShares$1.23 Billion6.29% of portfolio
-
Morgan Stanley New York, NY8.82MShares$1.07 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$931 Million0.29% of portfolio