Forbes Financial Planning, Inc. Vanguard Growth ETF Transaction History
Forbes Financial Planning, Inc.
- $127 Million
- Q2 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 982 shares of VUG stock, worth $375,438. This represents 0.29% of its overall portfolio holdings.
Number of Shares
982
Previous 982
-0.0%
Holding current value
$375,438
Previous $338,000
8.58%
% of portfolio
0.29%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,285Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$16.5 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.78 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.2 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.29 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.19 Billion1.11% of portfolio