Defined Wealth Management, LLC Vanguard Growth ETF Transaction History
Defined Wealth Management, LLC
- $165 Million
- Q3 2025
A detailed history of Defined Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Defined Wealth Management, LLC holds 16,272 shares of VUG stock, worth $7.87 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
16,272
Previous 16,360
0.54%
Holding current value
$7.87 Million
Previous $7.17 Million
8.81%
% of portfolio
4.74%
Previous 4.62%
Shares
11 transactions
Others Institutions Holding VUG
# of Institutions
2,915Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio