Blue Zone Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Blue Zone Wealth Advisors, LLC
- $273 Million
- Q2 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 6,387 shares of VUG stock, worth $2.32 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
6,387
Previous 6,532
2.22%
Holding current value
$2.32 Million
Previous $2.25 Million
6.23%
% of portfolio
0.87%
Previous 0.82%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,283Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$15.7 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.35 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$4.95 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.13 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.04 Billion1.11% of portfolio