Hcr Wealth Advisors Vanguard Growth ETF Transaction History
Hcr Wealth Advisors
- $658 Million
- Q1 2024
A detailed history of Hcr Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 189,764 shares of VUG stock, worth $71 Million. This represents 9.92% of its overall portfolio holdings.
Number of Shares
189,764
Previous 195,441
2.9%
Holding current value
$71 Million
Previous $60.8 Million
7.5%
% of portfolio
9.92%
Previous 9.6%
Shares
27 transactions
Others Institutions Holding VUG
# of Institutions
2,193Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$15.8 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.91 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.96 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.35 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.15 Billion1.1% of portfolio