Leonard Rickey Investment Advisors P.L.L.C. Vanguard Growth ETF Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $471 Million
- Q1 2025
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 42,047 shares of VUG stock, worth $14.8 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
42,047
Previous 39,320
6.94%
Holding current value
$14.8 Million
Previous $16.1 Million
3.49%
% of portfolio
3.3%
Previous 3.72%
Shares
30 transactions
Others Institutions Holding VUG
# of Institutions
2,680Shares Held
264MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$15.3 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.1 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$4.9 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$2.89 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.68 Billion6.58% of portfolio