Financial Perspectives, Inc Vanguard Growth ETF Transaction History
Financial Perspectives, Inc
- $331 Billion
- Q2 2025
A detailed history of Financial Perspectives, Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,746 shares of VUG stock, worth $801,658. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,746
Previous 1,002
74.25%
Holding current value
$801,658
Previous $371 Million
106.03%
% of portfolio
0.23%
Previous 0.13%
Shares
19 transactions
Others Institutions Holding VUG
# of Institutions
2,751Shares Held
280MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.3 Billion1.48% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.1 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14MShares$6.44 Billion0.38% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.22 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.73 Billion1.09% of portfolio