Sequent Planning LLC Vanguard Growth ETF Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sequent Planning LLC holds 881 shares of VUG stock, worth $355,950. This represents 0.12% of its overall portfolio holdings.
Number of Shares
881
Previous 765
15.16%
Holding current value
$355,950
Previous $288 Million
17.38%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.35 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.58 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.34 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.26 Billion6.36% of portfolio