Fsm Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Fsm Wealth Advisors, LLC
- $690 Million
- Q3 2025
A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 11,779 shares of VUG stock, worth $5.7 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
11,779
Previous 12,059
2.32%
Holding current value
$5.7 Million
Previous $5.29 Million
6.87%
% of portfolio
0.82%
Previous 0.88%
Shares
10 transactions
Others Institutions Holding VUG
# of Institutions
2,910Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio