Baker Tilly Wealth Management, LLC Vanguard Growth ETF Transaction History
Baker Tilly Wealth Management, LLC
- $249 Million
- Q1 2025
A detailed history of Baker Tilly Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 2,105 shares of VUG stock, worth $779,755. This represents 0.31% of its overall portfolio holdings.
Number of Shares
2,105
Previous 4,507
53.29%
Holding current value
$779,755
Previous $1.85 Million
57.87%
% of portfolio
0.31%
Previous 0.74%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,678Shares Held
263MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.1 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.6 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.16 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.04 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.81 Billion6.58% of portfolio