Wealthspan Partners, LLC Vanguard Growth ETF Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 2024
A detailed history of Wealthspan Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 79,111 shares of VUG stock, worth $33.7 Million. This represents 15.36% of its overall portfolio holdings.
Number of Shares
79,111
Previous 77,456
2.14%
Holding current value
$33.7 Million
Previous $29 Million
4.85%
% of portfolio
15.36%
Previous 16.22%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,424Shares Held
242MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.86 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.88 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.53 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio