Iams Wealth Management, LLC Vanguard Growth ETF Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q2 2025
A detailed history of Iams Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 498 shares of VUG stock, worth $228,651. This represents 0.1% of its overall portfolio holdings.
Number of Shares
498Holding current value
$228,651% of portfolio
0.1%Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,749Shares Held
267MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.3 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.8 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.44 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.73 Billion1.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.35 Billion5.82% of portfolio