Jamison Private Wealth Management, Inc. Vanguard Growth ETF Transaction History
Jamison Private Wealth Management, Inc.
- $677 Billion
- Q4 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 $278,202. This represents 0.04% of its overall portfolio holdings.
Number of Shares
665
Previous 665
-0.0%
Holding current value
$278,202
Previous $255 Million
6.93%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,470Shares Held
248MCall Options Held
238KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.68 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.78 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.38 Billion6.36% of portfolio