Bernard Wealth Management Corp. Vanguard Growth ETF Transaction History
Bernard Wealth Management Corp.
- $216 Billion
- Q2 2025
A detailed history of Bernard Wealth Management Corp. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 269 shares of VUG stock, worth $126,836. This represents 0.05% of its overall portfolio holdings.
Number of Shares
269
Previous 269
-0.0%
Holding current value
$126,836
Previous $99.8 Million
18.22%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,765Shares Held
282MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.3 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.5 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$6.86 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.33 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.83 Billion1.09% of portfolio