Walter & Keenan Wealth Management LLC Vanguard Growth ETF Transaction History
Walter & Keenan Wealth Management LLC
- $355 Million
- Q3 2025
A detailed history of Walter & Keenan Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 8,075 shares of VUG stock, worth $3.9 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
8,075
Previous 8,076
0.01%
Holding current value
$3.9 Million
Previous $3.54 Million
9.38%
% of portfolio
1.09%
Previous 1.04%
Shares
17 transactions
Others Institutions Holding VUG
# of Institutions
2,911Shares Held
277MCall Options Held
345KPut Options Held
178K-
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