Valley Financial Management, Inc. Vanguard Russell 1000 Growth E Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Valley Financial Management, Inc. holds 289,018 shares of VONG stock, worth $30.1 Million. This represents 10.59% of its overall portfolio holdings.
Number of Shares
289,018
Previous 177,230
63.08%
Holding current value
$30.1 Million
Previous $11.1 Billion
83.48%
% of portfolio
10.59%
Previous 6.89%
Shares
4 transactions
Others Institutions Holding VONG
# of Institutions
778Shares Held
152MCall Options Held
25.9KPut Options Held
1.2K-
Bank Of America Corp Charlotte, NC29.1MShares$3.03 Billion0.26% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.08 Billion6.89% of portfolio
-
Morgan Stanley New York, NY7MShares$730 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.53MShares$576 Million0.24% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$482 Million1.45% of portfolio