Forvis Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 61,247 shares of VUG stock, worth $22.3 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
61,247
Previous 63,659
3.79%
Holding current value
$22.3 Million
Previous $21.9 Million
4.54%
% of portfolio
0.58%
Previous 0.56%
Shares
29 transactions
Others Institutions Holding VUG
# of Institutions
2,283Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$15.7 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.35 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$4.95 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.13 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.04 Billion1.11% of portfolio