Investments & Financial Planning, LLC Vanguard Growth ETF Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 2024
A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 4,074 shares of VUG stock, worth $1.63 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
4,074
Previous 4,272
4.63%
Holding current value
$1.63 Million
Previous $1.6 Million
2.07%
% of portfolio
0.99%
Previous 1.07%
Shares
11 transactions
Others Institutions Holding VUG
# of Institutions
2,317Shares Held
243MCall Options Held
196KPut Options Held
135K-
Bank Of America Corp Charlotte, NC43.1MShares$17.2 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$9.18 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.44 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.44 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.31 Billion1.05% of portfolio