Collaborative Wealth Managment Inc. Vanguard Growth ETF Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,083 shares of VUG stock, worth $414,052. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,083
Previous 1,426
24.05%
Holding current value
$414,052
Previous $490,000
17.35%
% of portfolio
0.2%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding VUG
# of Institutions
2,285Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$16.5 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.78 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.2 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.29 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.19 Billion1.11% of portfolio