Continuum Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Continuum Wealth Advisors, LLC
- $155 Million
- Q1 2025
A detailed history of Continuum Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 16,549 shares of VUG stock, worth $6.84 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
16,549
Previous 16,133
2.58%
Holding current value
$6.84 Million
Previous $6.62 Million
7.33%
% of portfolio
3.95%
Previous 4.2%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,680Shares 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
-
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