Blue Zone Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Blue Zone Wealth Advisors, LLC
- $300 Million
- Q3 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 6,151 shares of VUG stock, worth $2.58 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
6,151
Previous 6,387
3.7%
Holding current value
$2.58 Million
Previous $2.39 Million
1.13%
% of portfolio
0.79%
Previous 0.87%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.71 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.79 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.47 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.39 Billion6.36% of portfolio