David Wealth Management LLC Vanguard Growth ETF Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, David Wealth Management LLC holds 540 shares of VUG stock, worth $246,121. This represents 0.18% of its overall portfolio holdings.
Number of Shares
540Holding current value
$246,121% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,746Shares Held
267MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.7 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.39 Billion0.38% of portfolio
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Envestnet Asset Management Inc8.13MShares$3.7 Billion1.09% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.33 Billion5.82% of portfolio