Wealth Management Strategies, Inc. Vanguard Growth ETF Transaction History
Wealth Management Strategies, Inc.
- $129 Million
- Q4 2024
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 59,668 shares of VUG stock, worth $25.4 Million. This represents 19.03% of its overall portfolio holdings.
Number of Shares
59,668Holding current value
$25.4 Million% of portfolio
19.03%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,654Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$18.5 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12.2 Billion11.19% of portfolio
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Morgan Stanley New York, NY13.9MShares$5.92 Billion0.41% of portfolio
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Envestnet Asset Management Inc8.2MShares$3.49 Billion1.12% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.23 Billion6.58% of portfolio