Jamison Private Wealth Management, Inc. Vanguard Growth ETF Transaction History
Jamison Private Wealth Management, Inc.
- $657 Billion
- Q3 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 665 shares of VUG stock, worth $265,893. This represents 0.04% of its overall portfolio holdings.
Number of Shares
665
Previous 520
27.88%
Holding current value
$265,893
Previous $194 Million
31.32%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,323Shares 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