Gradient Capital Advisors, LLC Vanguard Growth ETF Transaction History
Gradient Capital Advisors, LLC
- $278 Million
- Q2 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 10,938 shares of VUG stock, worth $4.14 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
10,938
Previous 11,008
0.64%
Holding current value
$4.14 Million
Previous $3.79 Million
7.97%
% of portfolio
1.47%
Previous 1.4%
Shares
27 transactions
Others Institutions Holding VUG
# of Institutions
2,285Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$16.3 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.7 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.15 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.26 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.16 Billion1.11% of portfolio