Alpha Omega Wealth Management LLC Vanguard Growth ETF Transaction History
Alpha Omega Wealth Management LLC
- $536 Million
- Q1 2024
A detailed history of Alpha Omega Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 3,166 shares of VUG stock, worth $1.23 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,166
Previous 3,301
4.09%
Holding current value
$1.23 Million
Previous $1.03 Million
6.14%
% of portfolio
0.2%
Previous 0.17%
Shares
22 transactions
Others Institutions Holding VUG
# of Institutions
2,200Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.4 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.18 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.15 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.47 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.27 Billion1.1% of portfolio