Wealthspan Partners, LLC Vanguard Growth ETF Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 80,068 shares of VUG stock, worth $32.7 Million. This represents 16.13% of its overall portfolio holdings.
Number of Shares
80,068
Previous 79,111
1.21%
Holding current value
$32.7 Million
Previous $30.4 Million
8.2%
% of portfolio
16.13%
Previous 15.36%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,659Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.8 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.7 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.69 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.35 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.11 Billion6.58% of portfolio