Holistic Planning, LLC Vanguard Growth ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 9,780 shares of VUG stock, worth $3.75 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
9,780
Previous 9,780
-0.0%
Holding current value
$3.75 Million
Previous $3.37 Billion
-0.0%
% of portfolio
2.59%
Previous 2.57%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,285Shares Held
243MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$16.5 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.8 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.22 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.3 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.2 Billion1.11% of portfolio