Modern Wealth Management, LLC Vanguard Growth ETF Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,590 shares of VUG stock, worth $1.01 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,590
Previous 1,759
47.24%
Holding current value
$1.01 Million
Previous $675 Million
62.16%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,667Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.9 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.1 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.41 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.19 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.95 Billion6.58% of portfolio