Legacy Wealth Asset Management, LLC Vanguard Growth ETF Transaction History
Legacy Wealth Asset Management, LLC
- $340 Million
- Q3 2025
A detailed history of Legacy Wealth Asset Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 693 shares of VUG stock, worth $335,079. This represents 0.1% of its overall portfolio holdings.
Number of Shares
693
Previous 693
-0.0%
Holding current value
$335,079
Previous $303,000
9.57%
% of portfolio
0.1%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,910Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio