Alteri Wealth LLC Vanguard Growth ETF Transaction History

Alteri Wealth LLC

$361 Billion
Q4 2024

A detailed history of Alteri Wealth LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Alteri Wealth LLC holds 1,792 shares of VUG stock, worth $766,115. This represents 0.2% of its overall portfolio holdings.

Number of Shares

1,792

Holding current value

$766,115

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$378.79 - $428.11 $678,791 - $767,173	1,792 New	1,792 $736 Million

Others Institutions Holding VUG

# of Institutions

2,645

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

Bank Of America Corp Charlotte, NC

43.4M
Shares

$18.6 Billion
1.53% of portfolio
Jones Financial Companies Lllp

28.6M
Shares

$12.2 Billion
11.19% of portfolio
Morgan Stanley New York, NY

13.9M
Shares

$5.95 Billion
0.41% of portfolio
Envestnet Asset Management Inc

8.2M
Shares

$3.5 Billion
1.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

7.6M
Shares

$3.25 Billion
6.58% of portfolio

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About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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