Wealth Preservation Advisors, LLC Vanguard Growth ETF Transaction History
Wealth Preservation Advisors, LLC
- $162 Billion
- Q2 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 5,779 shares of VUG stock, worth $2.79 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
5,779
Previous 5,835
0.96%
Holding current value
$2.79 Million
Previous $2.16 Billion
17.09%
% of portfolio
1.56%
Previous 1.55%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,840Shares Held
284MCall Options Held
352KPut Options Held
473K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio