Iams Wealth Management, LLC Vanguard S&P 500 Growth ETF Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,187 shares of VOOG stock, worth $947,670. This represents 0.38% of its overall portfolio holdings.
Number of Shares
2,187
Previous 2,033
7.58%
Holding current value
$947,670
Previous $806 Million
18.15%
% of portfolio
0.38%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding VOOG
# of Institutions
678Shares Held
16.2MCall Options Held
43.5KPut Options Held
8.8K-
Jpmorgan Chase & CO New York, NY2.35MShares$1.02 Billion0.06% of portfolio
-
Proficio Capital Partners LLC Newton, MA1.96MShares$851 Million3.86% of portfolio
-
Pfg Advisors1.75MShares$759 Million23.12% of portfolio
-
Morgan Stanley New York, NY766KShares$332 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$275 Million7.92% of portfolio