Bordeaux Wealth Advisors LLC Vanguard Growth ETF Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 5,116 shares of VUG stock, worth $2.07 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
5,116
Previous 5,110
0.12%
Holding current value
$2.07 Million
Previous $1.91 Million
2.77%
% of portfolio
0.36%
Previous 0.36%
Shares
10 transactions
Others Institutions Holding VUG
# of Institutions
2,372Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.35 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.58 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.34 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.26 Billion6.36% of portfolio