Shared Vision Wealth Group LLC Vanguard Growth ETF Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,978 shares of VUG stock, worth $715,482. This represents 0.43% of its overall portfolio holdings.
Number of Shares
1,978
Previous 1,978
-0.0%
Holding current value
$715,482
Previous $681 Million
8.66%
% of portfolio
0.43%
Previous 0.43%
Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,225Shares Held
221MCall Options Held
174KPut Options Held
53.4K-
Bank Of America Corp Charlotte, NC42.1MShares$15.2 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.69 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.79 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.24 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.04 Billion1.1% of portfolio