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 $27.5 Million. This represents 7.24% of its overall portfolio holdings.
Number of Shares
59,902
Previous 59,235
1.13%
Holding current value
$27.5 Million
Previous $16.1 Million
15.45%
% of portfolio
7.24%
Previous 7.24%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,749Shares Held
267MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.3 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.8 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.44 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.73 Billion1.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.35 Billion5.82% of portfolio