Charis Legacy Partners, LLC Vanguard Growth ETF Transaction History
Charis Legacy Partners, LLC
- $52.8 Billion
- Q1 2025
A detailed history of Charis Legacy Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Charis Legacy Partners, LLC holds 2,208 shares of VUG stock, worth $912,213. This represents 1.55% of its overall portfolio holdings.
Number of Shares
2,208
Previous 2,013
9.69%
Holding current value
$912,213
Previous $826 Million
0.89%
% of portfolio
1.55%
Previous 1.69%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,677Shares Held
267MCall 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
-
Envestnet Asset Management Inc8.05MShares$3.32 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.02 Billion5.82% of portfolio