Financial Perspectives, Inc Vanguard Growth ETF Transaction History
Financial Perspectives, Inc
- $264 Billion
- Q1 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,303 shares of VUG stock, worth $498,749. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,303
Previous 1,295
0.62%
Holding current value
$498,749
Previous $403 Million
11.45%
% of portfolio
0.17%
Previous 0.16%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,195Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.1 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.08 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.07 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.42 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.22 Billion1.1% of portfolio