Geometric Wealth Advisors Vanguard Growth ETF Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
A detailed history of Geometric Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 5,253 shares of VUG stock, worth $2.09 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
5,253
Previous 5,253
-0.0%
Holding current value
$2.09 Million
Previous $1.96 Million
2.65%
% of portfolio
0.39%
Previous 0.41%
Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,372Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.21 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.49 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.29 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.21 Billion6.36% of portfolio