Wealth Effects LLC Vanguard Growth ETF Transaction History
Wealth Effects LLC
- $255 Million
- Q4 2024
A detailed history of Wealth Effects LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Effects LLC holds 5,958 shares of VUG stock, worth $2.27 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
5,958
Previous 5,948
0.17%
Holding current value
$2.27 Million
Previous $2.28 Million
7.1%
% of portfolio
0.96%
Previous 0.9%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,672Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.5 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.9 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.3 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.12 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.89 Billion6.58% of portfolio