Journey Beyond Wealth, LLC Vanguard Growth ETF Transaction History
Journey Beyond Wealth, LLC
- $119 Billion
- Q2 2025
A detailed history of Journey Beyond Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 16,491 shares of VUG stock, worth $7.95 Million. This represents 6.1% of its overall portfolio holdings.
Number of Shares
16,491
Previous 15,099
9.22%
Holding current value
$7.95 Million
Previous $5.6 Billion
29.12%
% of portfolio
6.1%
Previous 5.23%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,808Shares Held
282MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio