Hillcrest Wealth Advisors Ny, LLC Vanguard Growth ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $200 Million
- Q3 2024
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 10,300 shares of VUG stock, worth $4.38 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
10,300
Previous 10,300
-0.0%
Holding current value
$4.38 Million
Previous $3.85 Million
2.65%
% of portfolio
1.97%
Previous 2.07%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.6 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.85 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.88 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.52 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio