Apex Wealth Management, LLC Vanguard Growth ETF Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 2025
A detailed history of Apex Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 16,313 shares of VUG stock, worth $6.74 Million. This represents 5.44% of its overall portfolio holdings.
Number of Shares
16,313
Previous 17,377
6.12%
Holding current value
$6.74 Million
Previous $7.13 Billion
15.19%
% of portfolio
5.44%
Previous 6.16%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,680Shares Held
268MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$20.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.3 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$5.79 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.32 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.02 Billion5.82% of portfolio