Atlas Wealth LLC Vanguard Growth ETF Transaction History

Atlas Wealth LLC

$171 Million
Q1 2025

A detailed history of Atlas Wealth LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Atlas Wealth LLC holds 1,161 shares of VUG stock, worth $484,659. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,161

Previous 1,161 -0.0%

Holding current value

$484,659

Previous $476,000 9.66%

% of portfolio

0.25%

Previous 0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$378.79 - $428.11 $439,775 - $497,035	1,161 New	1,161 $476,000

Others Institutions Holding VUG

# of Institutions

2,681

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

Bank Of America Corp Charlotte, NC

48.5M
Shares

$20.3 Billion
1.48% of portfolio
Jones Financial Companies Lllp

32.3M
Shares

$13.5 Billion
10.76% of portfolio
Morgan Stanley New York, NY

14M
Shares

$5.85 Billion
0.38% of portfolio
Envestnet Asset Management Inc

8.05M
Shares

$3.36 Billion
1.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

7.3M
Shares

$3.05 Billion
5.82% of portfolio

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About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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