Holos Integrated Wealth LLC Vanguard Growth ETF Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 3,433 shares of VUG stock, worth $1.66 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
3,433
Previous 3,708
7.42%
Holding current value
$1.66 Million
Previous $1.37 Billion
14.64%
% of portfolio
0.95%
Previous 0.9%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,912Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio