Vista Private Wealth Partners. LLC Vanguard Growth ETF Transaction History
Vista Private Wealth Partners. LLC
- $331 Million
- Q3 2025
A detailed history of Vista Private Wealth Partners. LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 1,225 shares of VUG stock, worth $592,312. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,225
Previous 1,225
-0.0%
Holding current value
$592,312
Previous $537,000
9.31%
% of portfolio
0.18%
Previous 0.17%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares 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