Apex Wealth Management, LLC Vanguard Growth ETF Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 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 14,613 shares of VUG stock, worth $7.04 Million. This represents 5.01% of its overall portfolio holdings.
Number of Shares
14,613
Previous 15,034
2.8%
Holding current value
$7.04 Million
Previous $6.59 Billion
6.34%
% of portfolio
5.01%
Previous 5.29%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,810Shares 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