Lee Kelleher Wealth Management Vanguard Russell 1000 Growth E Transaction History
Lee Kelleher Wealth Management
- $162 Billion
- Q3 2025
A detailed history of Lee Kelleher Wealth Management transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 8,746 shares of VONG stock, worth $1.05 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
8,746
Previous 10,133
13.69%
Holding current value
$1.05 Million
Previous $1.11 Billion
4.76%
% of portfolio
0.65%
Previous 0.74%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
839Shares Held
163MCall Options Held
7.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC36.4MShares$4.39 Billion0.3% of portfolio
-
Avantax Advisory Services, Inc.10.1MShares$1.22 Billion6.29% of portfolio
-
Morgan Stanley New York, NY8.26MShares$995 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.31MShares$881 Million0.28% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.79MShares$577 Million1.37% of portfolio