Catalyst Wealth Management, LLC Vanguard Growth ETF Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 4,312 shares of VUG stock, worth $1.65 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
4,312
Previous 3,516
22.64%
Holding current value
$1.65 Million
Previous $749 Million
43.54%
% of portfolio
1.01%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,195Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.1 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.08 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.07 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.42 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.22 Billion1.1% of portfolio