Vista Wealth Management Group, LLC Vanguard Growth ETF Transaction History
Vista Wealth Management Group, LLC
- $1.49 Billion
- Q4 2024
A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,209 shares of VUG stock, worth $505,785. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,209
Previous 1,209
-0.0%
Holding current value
$505,785
Previous $464,000
6.9%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,470Shares Held
248MCall Options Held
238KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.68 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.78 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.38 Billion6.36% of portfolio