Engrave Wealth Partners LLC Vanguard Growth ETF Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
A detailed history of Engrave Wealth Partners LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 113,827 shares of VUG stock, worth $55.4 Million. This represents 10.11% of its overall portfolio holdings.
Number of Shares
113,827
Previous 66,764
70.49%
Holding current value
$55.4 Million
Previous $18.2 Million
94.64%
% of portfolio
10.11%
Previous 5.6%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,776Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$24.1 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$17.1 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.09 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.47 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.96 Billion1.09% of portfolio