Ima Wealth, Inc. Vanguard Growth ETF Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 28, 2023	BUY	$269.56 - $293.5 $18,869 - $20,545	70 New	70 $19,000
Q2 2022 Aug 18, 2022	BUY	$214.97 - $293.87 $859 - $1,175	4 New	4 $1,000

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$17.7 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.35 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.58 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.34 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.26 Billion
6.36% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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