Forbes Financial Planning, Inc. Vanguard Growth ETF Transaction History
Forbes Financial Planning, Inc.
- $139 Million
- Q3 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 $398,417. This represents 0.27% of its overall portfolio holdings.
Number of Shares
982
Previous 982
-0.0%
Holding current value
$398,417
Previous $367,000
2.72%
% of portfolio
0.27%
Previous 0.29%
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$17.8 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.39 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.6 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.36 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.28 Billion6.36% of portfolio