Jamison Private Wealth Management, Inc. Vanguard Growth ETF Transaction History
Jamison Private Wealth Management, Inc.
- $656 Billion
- Q1 2025
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 $274,738. This represents 0.04% of its overall portfolio holdings.
Number of Shares
665
Previous 665
-0.0%
Holding current value
$274,738
Previous $273 Million
9.63%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,679Shares Held
268MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$20.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.3 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$5.79 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.32 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.02 Billion5.82% of portfolio