Wescott Financial Advisory Group, LLC Vanguard Growth ETF Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 19,312 shares of VUG stock, worth $7.99 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
19,312
Previous 20,124
4.03%
Holding current value
$7.99 Million
Previous $7.53 Million
1.49%
% of portfolio
0.9%
Previous 0.99%
Shares
11 transactions
Others Institutions Holding VUG
# of Institutions
2,378Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.1 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.58 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.71 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.42 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.34 Billion6.36% of portfolio