Carlsbad Wealth Advisory Group, Inc. Vanguard Growth ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 3,217 shares of VUG stock, worth $1.33 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
3,217Holding current value
$1.33 Million% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,678Shares Held
268MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$20.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.3 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$5.79 Billion0.38% of portfolio
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Envestnet Asset Management Inc8.05MShares$3.32 Billion1.0% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.02 Billion5.82% of portfolio