Ledge Wealth Management, Inc. Vanguard Growth ETF Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
A detailed history of Ledge Wealth Management, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 59,902 shares of VUG stock, worth $28.8 Million. This represents 7.24% of its overall portfolio holdings.
Number of Shares
59,902
Previous 59,235
1.13%
Holding current value
$28.8 Million
Previous $16.1 Million
15.45%
% of portfolio
7.24%
Previous 7.24%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,773Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.01 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.42 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.91 Billion1.09% of portfolio