Valtinson Bruner Financial Planning LLC Vanguard Growth ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $272 Million
- Q3 2025
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 1,727 shares of VUG stock, worth $835,039. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,727
Previous 1,727
-0.0%
Holding current value
$835,039
Previous $757,000
9.38%
% of portfolio
0.3%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,915Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio