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 $268,307. This represents 0.04% of its overall portfolio holdings.
Number of Shares
665
Previous 520
27.88%
Holding current value
$268,307
Previous $194 Million
31.32%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.34 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.57 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.34 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.26 Billion6.36% of portfolio