Evolution Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Evolution Wealth Advisors, LLC
- $545 Million
- Q3 2024
A detailed history of Evolution Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 2,380 shares of VUG stock, worth $961,591. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,380
Previous 2,380
-0.0%
Holding current value
$961,591
Previous $890,000
2.58%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.35 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.58 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.34 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.26 Billion6.36% of portfolio