Geometric Wealth Advisors Vanguard Growth ETF Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 2025
A detailed history of Geometric Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 6,190 shares of VUG stock, worth $2.98 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
6,190
Previous 6,387
3.08%
Holding current value
$2.98 Million
Previous $2.37 Million
14.57%
% of portfolio
0.44%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,792Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio