Sterling Group Wealth Management, LLC Vanguard Growth ETF Transaction History
Sterling Group Wealth Management, LLC
- $188 Million
- Q3 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 716 shares of VUG stock, worth $286,285. This represents 0.15% of its overall portfolio holdings.
Number of Shares
716
Previous 768
6.77%
Holding current value
$286,285
Previous $287,000
4.53%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,323Shares Held
243MCall Options Held
196KPut Options Held
135K-
Bank Of America Corp Charlotte, NC43.1MShares$17.2 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$9.18 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.44 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.44 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.31 Billion1.05% of portfolio